Can I Afford to Retire?

“Can I afford to retire?” That question ranks right up there with “What do you want to be when you grow up?”, “What is my purpose?” and “Will you marry me?” on the list of life’s most important questions. If you don’t have clarity around the retirement question, you owe it to yourself to understand the factors that influence the answer. Although there are hundreds of variables to consider, our team will help you answer some of the big-ticket items, such as:

  • Am I maximizing my employer benefits?
  • How can I access my retirement funds prior to age 59.5?
  • What tax strategies can I use to prepare for my retirement?
  • How do I take advantage of NUA treatment of my employer’s stock?

Working with one of our CERTIFIED FINANCIAL PLANNER™ (CFP®) advisors on a complimentary analysis will give you a clear picture of your progress towards your retirement goals. Simply take a moment to fill out the brief form below – we will be in touch shortly to discuss your situation with you and begin an analysis. We look forward to meeting you!

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