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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