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We Make Things Simple & Clear
Most retirement plans are way too complex. The information overload confuses people - and you don't want to retire financially confused!
When we start planning, we want to find out one thing:
Do you have the financial ability to sustain yourself across the many years of retirement?
In other words, if you retired on Date X, how long would your savings last and how much income would you have?
Your 65RETIRE® Financial Advisor will work with you to see if you can sustain yourself for X number of years. If doesn't look like you can, he or she will craft a retirement strategy with recommendations to help you.
How long does this take? Three meetings - just about three hours total.
Meeting 1: an assessment of your current financial situation
Meeting 2: a prediction of your future lifestyle if you make no changes to your current strategy
Meeting 3: what could happen if you do a few things differently!
Continue
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Advisors of 65RETIRE® offer securities through Securities America, Inc., Member FINRA/SIPC, clearing through National Financial Services (NFS), LLC, member SIPC, a Fidelity Investments company. Advisory services are offered through Cooper McManus, a SEC Registered Investment Advisor. 65RETIRE®, NFS/Fidelity Investments, Advisors Asset Management, Inc. (AAM), Envestnet and Cooper McManus are not affiliated with each other or the Securities America companies.
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