Maclennan Investment Group, Inc.

925.385.8798

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You are here: Home / Services / Individual Investors

Individual Investors

How We Help on the Path to Retirement Freedom

Defining retirement goals and future needs

“If you aim at nothing you will hit it every time.” – Unknown Author

Planning for retirement requires that you have a goal in mind. What type of lifestyle do you want to have in retirement?

How soon do you plan to retire? What will you do with your free time? Where will you live? Will you have a beach house? Where will you vacation? How often will you visit the grand-kids?

The purpose behind these questions is to approximate where your income needs to be to retire.

Once you have reached retirement your net worth matters little if it is unable to provide you with the income for the lifestyle you desire.

Knowing where you want to be helps to know how to get there.

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Analyzing your current situation

Now that you know where you want to go, we need to determine where you are. From Mexico you head north to get to California, while from Canada you need to head South. Determining your financial beginning is as important as locating your destination.

Do you currently own properties? Where? What are they worth?

What other assets do you currently own? What other sources of income do you have? What is your tolerance for risk?

These questions help us to determine what our strategy will be for the long-term.

Charting the Course

Once we’ve determined where you are and where you want to go we will determine how to get you there. This Charted Course will be personalized to each investor’s individual situation.

The heart of man plans his way,but the LORD establishes his steps. – King Solomon

We hope for smooth sailing, but know that rough weather may lie ahead. The Charted Course will be flexible enough to bend to the unexpected changes of life.

Get Started Today

Call (925) 385-8798 today to Chart your Course to Retirement Freedom. You can also contact us via the contact form.

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Peter Maclennan

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Welcome to Maclennan Investment Group, Inc., your East Bay Area real estate investment advisors. Maclennan Investment Group assists buyers and sellers of real estate maximize the investment potential of their real estate assets.

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Offering real estate services in the communities of: Walnut Creek, Concord, Pleasant Hill, Martinez, Alamo, Lafayette, and surrounding cities.

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925.385.8798

Maclennan Investment Group, Inc.
3380 Vincent Rd, Ste HUB
Pleasant Hill, CA 94523
p. (925) 385-8798
Licensed Broker in the State of California, DRE#01871809
Equal Housing Opportunity
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