You have expectations for your retirement, as you should. Why shouldn’t your retirement be everything you want it to be?
Although there are expenses that could threaten your retirement savings, you still deserve to live the retirement you want. Your income plan needs to stretch beyond Social Security and pensions to cover your basic living expenses with reliability and predictability for the rest of your life. In addition, a retirement income plan should protect your spouse (if applicable) from loss when the other spouse passes away, as well as cover final expenses for your beneficiaries.
To estimate what your retirement expenses will be, we will start by calculating your current monthly expenses. This should include all household, daily living, entertainment, transportation, health, debts, and charity expenses. After your retirement expenses are calculated, the next step to planning your retirement is to organize your retirement assets and determine the income you will need to cover your expenses.
We are here to help you design a reliable income plan suited for your retirement lifestyle, each step of the way.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.
