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Create The Retirement Of Your Dreams
Plan Now For A Comfortable, Secure Future Edit your text here.
What does the word “retirement” mean to you? Sitting on the porch? Fishing with your grandchildren? Starting your own business, or rolling up your sleeves and getting involved with your favorite philanthropy? At Financial Advisory Firm 3, located in tri-state area, we know that retirement can mean a time of boundless potential or endless financial worry, depending on how well you plan for it.
And believe us, planning for retirement is a vital component of your overall financial investment plan. Based on our experience in working with others, we can help you avoid such pitfalls as:
Failing to set up viable savings and investment plans as early on as you can
Retiring too early (this reduces the amount of Social Security payments and other benefits that you can receive)
Running up high-interest credit card bills
Buying new cars when you really don't need them
Living in empty nests that are much too large for your needs
To achieve the retirement that you and your spouse have always dreamed of, you need to consider a wide variety of challenges that your parents’ generation never had to deal with. For instance, with today’s medical advances and healthier lifestyles, life expectancies are becoming longer, and you need to make sure that you don’t outlive your resources.
And as more employers drop their pension plans, the burden of saving for retirement shifted to your shoulders. Financial Advisory Firm 3 can help you bring order to the chaos of retirement planning and give you the information and support you need to make informed decisions that are right for you.
Realistic Plans For A Fulfilling Retirement
Seeing The Whole Picture, Taking The Right Steps
Financial planning is not an event, it is a process. At Lifeplan LLC in New York, our principals are financial planning specialists who will work with you one-on-one, developing a deep understanding of your financial objectives, personal preferences, family situation and risk tolerances, and then designing a life plan around you. Working as your personal CFO, we will meet with you regularly to:
Get to know you and your family and what’s important to you
Help you identify and prioritize your long-term goals, focusing on retirement
Create a vision of your future—your lifestyle, where you’ll live, and how much it will cost
Forecast the growth of your portfolio making realistic assumptions that you agree with about the risk you are willing to accept and the investment returns you should realistically expect
Model different scenarios for achieving your goals showing you how different decisions—such as retiring a couple of years later or working part-time—can impact your nest egg
Help you make the best decisions that fit your current situation and long-term expectations
When you retire, you'll reap the rewards of your advance planning.