WITHIN 5 YEARS FROM RETIREMENT

WITHIN 5 YEARS FROM RETIREMENT

Retirement planning can be like a long flight on a plane, anticipating your arrival at your destination. But there are several things that happen before you can land.

You have to lift your trays, turn your electronic devices off, make sure your seat belts are fastened and place your seats in an upright position. The plane descends as the pilot checks the instruments and drops the landing gear. They coordinate with the tower and the flight crew to bring the plane in safe and sound.

How about you? HOW ARE YOU COMING ALONG WITH PREPARING FOR YOUR ARRIVAL INTO RETIREMENT?

With only five or so short years left to go before retirement, you may think you have time to get things together. Don’t fall into this trap! It’s time to act quickly to get your retirement plans in order.

With that, you are probably feeling a bit anxious or nervous about such a radical life change. It is to be expected. But there is no need to worry. We have everything you need right here to get you taken care of. No need to fear approaching retirement. Instead, embrace it, get serious about it and focus on your goals. We have broken all of this down for you. Plus, We’re here to help you along the way.

Let’s get started. If you are like other pre-retirees, we work with, we know you want to cover your bases and make sure you have thought of everything before it is too late.

SOME OF YOUR THOUGHTS MAY BE:

  • How much investment risk should I take now that retirement is just around the corner?
  • How much cash should I have saved?
  • What do I do with my 401(k) or retirement program?
  • Should I consolidate retirement accounts?
  • What do I do with Social Security or my pension?
  • What health insurance coverage and Medicare supplements should I be considering?

WE CAN HELP YOU WITH ALL OF THESE THINGS.

Get Started Now With The Next Steps Checklist

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WHAT’S NEXT?

If you’d like help creating a financial plan that gives YOU control over your money so you
can build your dreams, live a life of financial freedom, and enjoy your perfect retirement

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