Ready for retirement?

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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Depending on what is available to you will greatly determine the outcome of your retirement experience.  Whether you are an employee of a corporation, government agency, Entrepreneur or a non-employed domestic engineer, you have a variety of planning options that are available designed to allow you to capture tax savings while saving for retirement.  With so many plan options and the frequency in which tax laws change, you need the help of a qualified financial professional to help you navigate which plans to take advantage of given your specific circumstances. 

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At Guardian Financial Group, we take a “goals based” approach to planning your retirement.  By investing the time to learn about your most important priorities we can ensure that you are able to achieve all of your goals while targeting a specific retirement date and using the precise resources you have available to you.  We utilize planning scenarios to demonstrate what the expected outcome would look like while leaving room to adjust important factors like; “when can I retire?”, “how much will I need each year to get by?”, “will I have enough saved to do the things I want to do?”.  Our planning capabilities give us the ability to create your ideal scenario while taking into account what your basic expectations are.  We’ll work with you to identify what is most important to you and deliver a plan to help you get there.  

 

As with any plan, we’ll spend time with you each year to account for the variables in life that will have an impact on your outcome.  The change in your employment or earning status, health issues and changes in family dynamics are just a few examples of what can change the course of your retirement trajectory.  By maintaining a clear and open line of communications and regular cadence around discussing changes, we’ll help you to stay on track to find the success you deserve.  Call us today to schedule your introductory presentation to our retirement planning process. 

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