Retirement Planning Fundamentals
You should be able to live retirement on your terms, and establishing solid strategies can help you do just that. To determine the appropriate path forward, we analyze your time horizon, risk tolerance, income streams and cash flow, current and anticipated expenses, tax obligations and assets. We help you devise a savings plan and select retirement products that may include any of the following:
- Individual retirement account (or IRA)
- Roth IRA
- 401(k) plans
- Employer-sponsored plans
We also examine how your personal investment portfolio and Social Security benefits contribute to your retirement goals. We develop holistic strategies to generate the income stream you need to retire comfortably while still maintaining your financial health and addressing your short- and long- term goals.
At Ross & Mary Hunt, Inc., we understand that the closer you get to retirement, the more complex the decisions you must make become. Let us help you navigate the retirement planning process so you can live the retirement life you envision; get in touch to learn more about our services.