How much do I need to retire? What am I going to do in retirement? Will I have enough money to retire?
These are just a few questions that could cause someone to put off planning or postponing the decision to retire. I hear these questions everyday. My answer is always the same, it depends on you! That might not be the answer you are hoping to hear, however this where I can help.
We all have unique goals desires, what is important to you may not be important to someone else. That is why I am a firm believer that I need to understand your goals before we can work together to accomplish them.
We are told from an early age what to do, get an education, get a job, get married, and raise a family. It seems very few of us are told when to retire, what to do in retirement, and yes you afford to retire. Retirement and goals based planning is about understanding what is important to you. No one can tell you when it is right for you, but with proper planning and discussions I can guide you to determine what your retirement will mean and whether it is attainable. Once I understand your goals and values I can build an investment solution that will work for you.
Understanding what you want, and where you want to be, makes the job of managing your investments easier.
