Retirement isn’t a number. A retirement plan is not a leather bound book with gold embossed letters. Retirement, for most of us, is a decades’ long time of life with great opportunities, changes and challenges.
Planning to retire requires an assessment of your goals and resources (401k, pensions, annuities, social security etc.) to determine if you can support your lifestyle preferences while meeting your financial responsibilities (education for children or grandchildren, a second home, etc.) when you stop or modify your working life.
- The first step is to determine where you are relative to retirement goals if you continue on your current path with no changes. We’ll then help you consider what actions to take to improve your potential to confidently meet this goal.
- You may discover that additional goals are possible.
- We build and manage portfolios aligned with your needs.
- We know life is messy and we work with you to manage change as it occurs. We monitor progress toward this goal over time, making course corrections as necessary to ensure that your plan continues to enable you to live the life you want in retirement.
The result is real clarity about your ability to meet all of your goals and confidently choose actions to improve your position. You are far more likely to live comfortably in retirement if you know what you need to do to get there.
Our financial planners at Capelli Financial Services can help you invest now for what you’ll need tomorrow. Contact us today.