To retire at your desired age, you need more than a retirement plan – you need a retirement strategy. That means that having investments in a 401(k) plan or an IRA is a good start, but it is may not be enough to allow you to retire when or how you want. A good retirement planner, like the wealth management and financial planning experts at Synergetic Finance, will look at the big picture and consider a variety of factors when to create a solid retirement strategy including:
• Current age
• Desired retirement age
• Existing assets (e.g., real estate, investment portfolio, retirement savings, etc.)
• Retirement goals (e.g., travel, vacation home, etc.)
• Projected income
• Social Security
With this information, we’ll tell you exactly where you are now financially, and based on your goals, we’ll figure out where you want to be and how to get you there. We’ll offer suggestions for retirement planning tools and investments, and we’ll put them in place for you.
But we’ll go beyond that. We will help you stay on course by monitoring and communicating your plan’s performance and making changes as needed. If you’d rather have a retirement strategy, email us today. Together we can put you on the right path to be sure you reach your retirement goals.
To your wealth and success,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance