We offer our clients full service retirement planning with access to a wide array of retirement plan types, & investment options
Retirement planning, in the larger context of financial goals, refers to the purposeful allocation of finances for retirement. This normally means the setting aside of money or other assets in a specific & strategic way to obtain a steady income at retirement. At McCaffrey Wealth Management, our goal in retirement planning, is to develop & manage a custom retirement plan that helps you achieve financial independence, so the need to be gainfully employed is optional rather than a necessity & you are able to enjoy retirement the way you envision.