Broker Check

Pre-Retirees & Retirees

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Pre-retirees and Retirees should consider working with Retirement Ready for several reasons:

  • Extensive Knowledge: Retirement Ready advisors have specialized knowledge and experience in retirement planning. They can help clients navigate complex retirement issues, such as managing retirement income, planning for long-term care, and creating an estate strategy.

  • Objectivity: Retirement Ready advisors can provide an objective perspective on retirement planning decisions. They can offer advice based on a client's individual circumstances, without the emotional biases that can often cloud an individual's judgment.

  • Comprehensive planning: Retirement Ready advisors can help clients create a comprehensive retirement plan that addresses all aspects of retirement, including income planning, investment management, tax planning strategies, and estate planning strategies.

  • Sound Investment Prospective: Working with a Retirement Ready advisor can provide peace of mind for pre-retirees and retirees. They can help clients create a plan that addresses their specific needs and goals, giving them confidence and security as they move into retirement.

Ongoing support: Retirement planning is not a one-time event, and retirement needs can change over time. Retirement Ready advisors can provide ongoing support and guidance, helping clients adjust their retirement plan as needed to ensure they stay on track to meet their goals.

In addition, here are some additional reasons why pre-retirees and retirees should consider working with Retirement Ready:

  • Customized Approach: Retirement Ready advisors take a personalized approach to each client's retirement planning. They will work with clients to create a plan that is tailored to their individual goals, preferences, and risk tolerance.

  • Access to Resources: Retirement Ready advisors have access to a range of resources, tools, and technology to help clients plan for retirement. This includes retirement planning software, investment research, and access to financial products and services.

  • Proactive Communication: Retirement Ready advisors are proactive in communicating with their clients, providing regular updates on their retirement plan and making recommendations as needed. They are available to answer questions and address concerns as they arise.

  • Coordination with Other Advisors: Retirement Ready advisors can work with a client's other advisors, such as tax professionals and estate planning attorneys, to ensure that their retirement plan is integrated with their overall financial plan.

Education and Empowerment: Retirement Ready advisors aim to educate and empower their clients, helping them make informed decisions about their retirement plan. They will explain complex financial concepts in easy-to-understand terms, and provide resources and guidance to help clients become more confident and knowledgeable about their retirement plan.

Financial Planning

Client-centered holistic financial planning is a personalized approach to financial planning that prioritizes the client's unique goals, values, and circumstances.

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Social Security Planning

To get the most out of your benefits, it's important to understand the rules and regulations that govern Social Security.

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Long Term Care Planning

Long-term care is a critical component of financial planning because it addresses the potential financial risks associated with extended healthcare needs in retirement.

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Medicare Planning

Preparing for Medicare prior to retirement is essential to ensure that you have access to the healthcare coverage you need as you age.

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Schedule a Review

Our team has extensive experience in retirement planning and can help you evaluate your existing plan, identify areas for improvement, and develop a comprehensive plan that meets your needs and expectations. We will review your plan's features, investment options, fees, and compliance with legal requirements to ensure that it is competitive and cost-effective. Our review is comprehensive, easy to understand, and tailored to your unique business needs and goals. Contact us today to schedule a complimentary consultation and take the first step towards offering a comprehensive and competitive retirement plan to your employees.

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