Each of us have a hope or dream of what our retirement years will look like, however many people have not taken the necessary steps to make this dream a reality.
Some important questions you will need to answer:
When can I retire? How much do I need to invest every year? How much can I spend in retirement?
If you are retired, you may instead have a single, critically-important question: Will I outlive my money or will my money outlive me?
Our work together includes analyzing your situation and answering these questions in a way that is balanced with your other financial priorities.