Retirement is a major life transition that requires careful planning and preparation.
To ensure that you can enjoy your golden years comfortably, it is important to start planning for retirement as early as possible.
The following steps can help you develop a solid retirement plan:
Set your retirement goals: Think about what kind of lifestyle you want to have in retirement and how much money you will need to achieve it.
Determine your retirement income sources: Consider all of the sources of income you will have in retirement, including Social Security, pensions, and personal savings.
Create a retirement savings plan: Develop a plan for saving money for retirement, including setting a target retirement date and determining how much you need to save each month.
Invest wisely: Invest your retirement savings in a diverse range of investments to minimize risk and maximize returns.
Review and adjust your retirement plan: Regularly review your retirement plan and adjust it as necessary to ensure that you stay on track to meet your retirement goals.
At Shawn DeFoe Integrity, we understand that retirement planning can be complex and overwhelming.
That's why we offer comprehensive retirement planning services to help you develop a personalized plan that meets your unique needs and goals.
Our experienced financial advisors can help you navigate the retirement planning process and provide guidance every step of the way. Contact us today to learn more about our retirement planning services.
Why might an independent RIA be a good choice for an investor?
- Independent RIA’s generally have affiliations with a variety of firms that assist with tax planning, estate planning, money management and more. These affiliations allow them to help their clients with complex financial needs.
- They generally have affiliations that are free from the conflicts of interest you often see at retail brokers, independent broker dealers, or captive insurance agents.
- The compensation of some independent registered investment advisors is directly related to growing the assets of their clients, which can benefit the advisor and client alike.
Disclaimer
All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in states where we are registered or where we are excluded from registration or where an exemption from such registration exists, as may be; and any follow-up, or individualized response to any person or persons that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser requirements, or an applicable exemption or exclusion. This presentation does not purport to be a complete description of our performance or investment services. It is not our intention to state or imply in any manner that past results and/or profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
