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Retirement Planning

Retirement planning is one goal (almost) everyone has. Yes, we have some clients that really enjoy their careers and want to work…. forever. Good for them.

For everyone else, keep in mind:

This is not your father’s (or grandfather’s) retirement. Their retirement plan had a reasonably secure four-legged stool including:

  • A Pension
  • Social Security
  • 401(k) Plan
  • Savings

The pension and the social security income provided two forms of secure, fixed income. Many employers terminated their pension plans so now most employees won’t have a pension. Therefore, for most folks it’s just a three-legged stool. In other words:

You are on your own!

That’s where we come in. We work closely with our clients during their working career (“accumulation phase”) to help them get to a comfortable retirement (“distribution phase”).

We have helped many of our clients successfully transition into retirement.

Contact us today at (860) 645-1515 to schedule an appointment to get started with your retirement plan.

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Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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