Retirement Planning

Our team will walk you through a process that will help build the foundation of a retirement plan.

Creating Your Roadmap To Retirement

People try to make the definition of retirement planning more complicated than it is. Simply put, retirement means you are no longer going to work but can still your bills.

At The Financial Guys, LLC we focus on getting people to avoid the trap of backwards retirement planning. Often times investors focus most of their time on the investment selection process and very little time on why they are investing and where they need their investments to go.

Together, we will develop a risk tolerance by:

Understanding your expenses and lifestyle in retirement
Using financial planning software to show a picture of your retirement
Monitoring progress towards and throughout retirement
Developing a financial roadmap
401k plan confidence to help monitor and guide your 401k plan
Analyzing Social Security, pensions, and investment cash flow

HAVE QUESTIONS?

Phone: 833-628-0055

Email : info@thefinancialguys.com

Location

305 Spindrift Drive.,
Williamsville, NY 14221

345 Winton Place,
Suite 120
Rochester, NY 14623

HAVE QUESTIONS?

Phone: 833-628-0055

Email : info@thefinancialguys.com

Location

305 Spindrift Drive.,
Williamsville, NY 14221

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December 13th, 2022
Social Security Optimization Workshop
Tuesday:
3:00 PM – 4:00 PM
6:00 PM – 7:00 PM

December 7th, 2022
College Planning 101 Workshop
Wednesday at 6:15 PM

November 16th, 2022
Retirement Planning with Taxes in Mind Workshop
Wednesday:
3:00 P.M. – 4:15 P.M.
6:00 P.M. – 7:15 P.M.

November 16th, 2022
Retirement Planning with Taxes in Mind Workshop
Wednesday:
3:00 P.M. – 4:15 P.M.
6:00 P.M. – 7:15 P.M.

November 16th, 2022
Retirement Planning with Taxes in Mind Workshop
Wednesday:
3:00 P.M. – 4:15 P.M.
6:00 P.M. – 7:15 P.M.

October 12th, 2022
Secure Choice Savings Plan Workshop
Wednesday at 6:15 PM

August 10th, 2022
Retirement Planning 202: Investment Strategies for Retirement – In Person
Wednesday at 6:15 PM

September 21st, 2022
Retirement Planning: 101 – In Person
Wednesday at 6:15 PM

August 24th, 2022
TFG Academy Dave Ramsey Class – In Person
Wednesday at 6:15 PM

July 21st, 2022
NYS Pistol Permit Course
Thursday at 5:00 PM – 9:00 PM

July 13th, 2022
Estate Planning: Passing Wealth to the Next Generation – In Person
Wednesday at 6:15 PM

June 15th, 2022
Tax Tips & Strategies – In Person
Wednesday at 6:15 PM

April 20th, 2022
Retirement Planning: A Focus on Technology – In Person
Wednesday at 6:15 PM

Wealth to Women International Women’s Day Cocktail Event

March 16th, 2022
Average Joe’s Technology 101: Email Security Basics – In Person
Wednesday at 6:15 PM

March 16th, 2022
Retirement Planning 201 – In Person
Wednesday at 6:15 PM