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RETIREMENT PLANNING

The ultimate goal for every individual is to have an enjoyable, comfortable retirement. Being able to do the life events you always dreamed of doing, having a proper retirement plan in place is essential to achieve that. Being confident that you’re prepared for retirement goes hand-in-hand with having a sound, well thought-out retirement plan.

Effective retirement planning starts with answering key questions like:

 

  • How much money do you want and need for retirement?
  • How long do you need your money to last?
  • How much will you need to save now in order to attain your goals later?
  • What do you envision your life to be like when you leave the workforce?


Those are just some of the variables that go into retirement planning. Our advisors take the holistic approach to retirement planning, not just looking at a dollar amount that you’ll have, but how you want your overall lifestyle in retirement to be. We walk you through these and many more factors that shape your retirement strategy. We review your wealth accumulation goals, help to forecast your expected retirement income based on a review of social security and pensions, and analyze what your anticipated health care expenses will be.

Our advisors also help our clients forecast what their living expenses will be throughout their retirement years and determine the best strategy for covering those expenses – including the right approach to withdrawing funds from each type of account, and the tax situation in dealing with those accounts. Together, we create a retirement plan uniquely suited to where you are and where you want to be at the end.  

P.E.G.G advisors can also work with our strategical alliances including estate planning partners to ensure you have the most effective and efficient estate plan in place, while also helping out with any will and/or trust documents.

Let Professional Economic Growth Group help you retire comfortably and confidently.

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