Retirement Planning

It is never too late to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives. Specialized guidance and support from a CPA financial planner can help you develop a plan that delivers a secure and comfortable retirement and peace of mind during your pre-retirement years including:

  • Reviewing expenses that will be, or are likely to be, incurred during your retirement and creating a plan to eliminate any shortfall between income and expenses
  • Identifying the primary sources of retirement income that you have or should have and calculate the savings required for you to retire at a specific age and achieve your desired lifestyle
  • Creating strategies for preserving and growing retirement account balances and distribution amounts
  • Recommending a diverse range of tax-efficient financial tools --- IRAs, 401(k)s, investments and tax-sheltered opportunities --- that are best suited to your age and retirement time frame