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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.
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings & investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement income sources.
Below you will find some of the common types of retirement plans we help clients understand, establish & manage so you can retire the way you envision.
Implementing the right strategy is important, but long-term relationships that encourage open & honest communication have always been the key to retirement planning success.
We provide ongoing portfolio monitoring & management with periodic plan reviews.
If you have any questions, would like to learn more about any of these topics, or how McCaffrey Wealth Management may be able to improve your retirement plans, please email or call us, or use the button below to schedule your free consultation.
email@example.com - 832-400-4688
In addition to meeting with clients regularly to update plans & address changes, We have a wealth of resources on our website available to our clients including videos, calculators, articles, slideshows & E-books. At McCaffrey Wealth Management, we hope to help our clients better understand many financial topics & the challenges that many face when planning for their future. Please use the button below to visit our retirement resources & videos page.