Soon-To-Be Retirees
Individuals with 10 years or less until retirement have a unique set of challenges when it comes to financial planning. Likely, you have spent your entire career planning for retirement but how much time have you spent considering what your life will look like 20 from now? More importantly, have you taken the time to consider the realities of life without work?
- Social Security Election
- Medicare Enrollment and Medigap Coverage
- Portfolio Risk and Investment Selection
- Retirement Income Strategies
These are just a few of the financial planning areas that need to be addressed prior to retirement, and we can handle that so you can focus on what is important to you.
