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Retirement Planning*

People entering retirement are facing concerns that retirees simply did not have 20 - 30 years ago. As life expectancies rise, you are likely to live longer in retirement than past generations. And unlike your parents or your grandparents, the assets you accumulate may be the primary source of cash flow. In addition to financial concerns, you need to have a clear vision of what retirement means to you – will you work part- time? travel? Everyone’s dream is different. 

How We Help 

We can partner to create a plan considering the level of assets needed to fund your retirement vision including likely income needs, potential tax implications and risks that stand in your way. Retirement investing tools for individuals include IRAs, 401ks, 403bs and annuities. Retirement investing tools for business owners include IRAs, SEPs, Simple 401ks, Rollovers, Pension/ Profit sharing plans.

*These services are offered by Sarah Reames through her affiliation with Cambridge Investment Research
 
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