The #1 question people have about their Financial Health:
“Do I have enough money to retire?“
There are variations of this question:
“Will I have enough money to retire?” or “Can I retire on time?”
They all lead to one glaring issue:
You’re not confident about your advisors’ process.
A Second Opinion Portfolio Review will provide you with a clear unbiased direction.
Schedule Your Second Opinion Review
Free, No Obligation
Before you consider meeting with me here are a few things to consider:
Sources of Income
There are very few employers that provide Defined Benefit Pension Plans. This means your retirement income will have to come from your own personal investments.
The dark blue on the chart below represents Pension Income. If you don’t have a Defined Benefit Pension Plan through your employer, what is your plan to replace $30,000 of annual pension income?
Reasons why people retired earlier than expected
We are conditioned to believe retirement starts at 65.
Statically speaking it doesn’t. More than 1/2 of the people who state they will retire at a certain age don’t.
The table below illustrates why.
Your financial plan should address these facts.
Do you want to know if you’re on track?
