FINANCIAL PLANNING | Retirement Planning
Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle.
Retirement planning, whether you are 30, 50, or 70, can be daunting. Most of us have numerous questions, which can cause anxiety and stress. For instance, you may be wondering about some of the following:
- Will I be able to continue my current lifestyle in retirement?
- How do I know if I'm saving enough?
- When should I retire?
- What age should I file for Social Security?
- How can I reduce my taxes in retirement?
- Should I rollover my 401k to an IRA? What are the pros and cons?
- At what age can I start withdrawing from my portfolio?
- Can still take advantage of establishing a Roth IRA if I exceed the income limits?
- How should I invest my retirement accounts?
- When should I establish a will or a trust?
We can offer our support to answer these questions and more, thus helping you make sense of your options for retirement. Regardless of your age, it's never too early to start retirement planning. When you retire or if you're already retired, we'll continue to help you with your evolving financial goals and in managing your assets. Together, we can design a solid plan that you understand and is realistic for your financial situation.
Controlling Your Future
Getting some real answers to your questions will help take some of the worries off your shoulders. You will have a good starting place with actions you can get behind, once you have a solid financial plan in place. Here at One Bridge, we understand your concerns and together will work with you to create a financial plan according to the goals you set. Our plans are completely customized, and designed to fit your needs and lifestyle. When you need a retirement financial advisor, come to One Bridge Wealth Management for a complimentary consultation with John or Mark. We take the time necessary to get to know your situation and to better understand your needs and goals for the future. We care about our clients and want them to achieve their financial goals. Our services are designed to do so.
We take a disciplined and diversified approach to our investment strategy, usually using low cost investment selections to keep fees at a minimum. We know the importance of asset allocation and incorporate it into our investment models in order to keep your returns on track in today's ever-changing market. When you're retirement planning, it's natural to wonder if you will be able to achieve your goals. To see how your goals measure up, we can run a Monte Carlo analysis that shows how your financial situation and goals would perform during thousands of different market performance sequences. This gives us a place to start and you with an idea for retirement goals. So when you a retirement financial advisor with experience and integrity, contact One Bridge Wealth Management for assistance. We will get you the custom-tailored financial plan you need so you have a better chance to retire as you like. After all, you ought to enjoy your golden years.
Want to check out our other services? Check out our estate planning.