What retirement means for you
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.
How can our team help?
We will walk you through a homework process that will help build the foundation of a retirement plan.
Together we will develop a risk tolerance
- Understanding your expenses and the lifestyle in retirement
- Using financial planning software to show a picture of your retirement
- Monitoring progress towards and throughout retirement
- Developing a Financial Road map
- 401k Plan confidence to help monitor and guide your 401k plan
- Analyzing Social Security, Pensions and investment cash flow
Retirement planning teams of professionals
When it comes to retirement planning a team of professionals with different certifications will allow you the opportunity to find the professional that best meets your needs.
- Certified Financial Planners®
- Certified Financial Analysts
- Registered Investment Advisors
- Certified Social Security Claiming Strategist
- Certified Divorce Financial Analyst
- Series 24 Office of Supervisory Jurisdiction
- Attorney/ Wealth Advisor
- Certified College Planning Specialist
- Certified Independent Medicare Experts