Retirement Planning

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It is very important for you to have a retirement plan. We strongly believe that clients who do not have a plan in place have a very hard time reaching their retirement goals.

In fact, according to the 2015 Retirement Confidence Survey by the Employee Benefit Research Institute, 57 percent report that the total value of their household’s savings and investments, excluding the value of their primary home and any defined benefit plans, is less than $25,000. This survey also pointed out that 48 percent of workers have never tried to calculate how much money they will need to have saved to live comfortably in retirement.

Calculating your retirement goal is a critical first step with retirement planning. This number is just an estimate and needs to be re-calculated and reviewed often. We are confident that we can help you be successful at reaching your retirement goals.

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