We all want retirement to feel like an end goal, an achievement that marks the endpoint of a lifetime of hard work. 1879 Advisors wants to help you get there and ensure smooth financial sailing once you’ve decided to retire. We can provide effective, long-term wealth management solutions and retirement planning crafted by over a century of combined experience to help you reach your financial goals and meet your effective retirement income.
How Do I Reach an Effective Retirement Income?
Many factors play a role in the financial decisions you should make before retiring. Here are some of the most relevant questions we can help you answer before formulating a retirement strategy:
What Do You Have and What Do You Need?
One of the first steps in retirement planning is taking a comprehensive account of your current assets and remaining debts. These includes:
Once we have a good idea of your accumulated assets' value, we can start projecting into the future. This means creating a comprehensive financial plan including spending based on your goals and what you will need in post-retirement. This strategy planning creates a budget that will make your money last as long as you need it.
Ready to Reach Your Desired Effective Retirement Income?
At 1879 Advisors, we are dedicated to finding the optimal path to help you reach your long-term earning and retirement goals. We stay on top of the market, regulations, and keep you informed about any potential pitfalls to keep your financial future safe. Contact our team today to schedule a consultation and get started on your retirement plan!