Investment Strategies for Retirement

One of the largest concerns of retirees is: Do I have enough saved to last me though retirement? Many people rely on the 4% rule, others use various calculators to determine if they have enough saved, or one of many other different ways that people have been told to determine if they can “afford” to retire. There is no one right answer that will apply to every situation.

We use a personal approach to determining if the money you have saved in retirement will be enough to last you the rest of your life. After an initial no charge consultation to learn about your situation, what you envision your retirement to look like, and some of your personal feelings about investing we will put together an initial plan that is tailored to your retirement. No two plans are identical because no two people’s retirements are identical. Retirement planning is not a “one size fits all" process.