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.
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.