Retirement Planning
Retirement Planning to PROTECT YOUR LIFE’S WORK
Does the thought of retirement look like one big question mark?
We all want to enjoy a happy, healthy life in retirement. But exactly what does that mean—and what does it take to get there? Whether your retirement is still decades away or fast approaching, you might have questions that can make the whole idea feel a bit overwhelming.
- When can I afford to stop working?
- Am I investing my money now in a way that will allow me to reach my retirement goals?
- Should I change how I allocate my investment assets as I get closer to retirement?
- How can I minimize the impact of taxes and inflation on my cost of living in retirement?
- When is the best time to start receiving my retirement payments?
- How do I plan for medical expenses in retirement?
You might also have questions about the retirement planning process itself:
- What does retirement planning involve?
- How do I know if I need retirement planning help?
- How can a professional advisor help me achieve my retirement goals?
- Is it already too late to get started?
Turn to the Wealth Management at SWA
We get to know your goals. What does your ideal retirement look like?
We dig deep to understand how you’d like to spend your time and money once you’re no longer working. Knowing your vision is the first step to turning it into reality.
We assess your current situation. What assets do you have, how are they invested, and how are they performing?
By evaluating your investment portfolio, we can identify opportunities to improve your returns, reduce your risk, and achieve your goals.
We develop a customized retirement plan. What will it take to achieve the life you envision in retirement?
We lay out a personalized plan of action to make your unique retirement goals possible.
We review multiple aspects of wealth. Do you have a well-conceived will, living trusts for you and your partner, and both a durable power of attorney and healthcare power of attorney?
They’re all essential to a sound retirement—and our partners can help put them in place. How we can help you reach your retirement goals Stealth Wealth Associates offers services that can be vital to a sound retirement plan.
Customized Investment Management & Planning
Once you envision what you want your retirement to look like, a well-thought-out plan can help you turn it into reality. Marshall Financial develops a personalized investment plan based on where you are today and where you want to be tomorrow. And because we believe the best plan is a living document, we fine-tune your approach as your situation changes or your goals evolve.
Asset Management & Planning
Your personalized investment plan lays out a retirement roadmap and strategy; asset management is the “how” of that strategy, focused on investing and managing assets like stocks, bonds, mutual funds, and commodities. Marshall Financial develops and executes an asset management plan designed to get you to your retirement destination.
Estate Planning
After spending a lifetime accumulating wealth, you want to be sure your assets pass to your heirs the way you intend. That’s why we help you develop an estate plan. Through comprehensive estate planning, Marshall Financial and our partners outline how your assets will be managed and distributed after your death in a way that minimizes taxes and avoids legal issues and delays.
