You’ve waited your whole life for this moment. To finally be your own boss and enjoy life the way you always dreamed of. Whether that means traveling, more time with the grandkids, or simply volunteering. We believe that navigating the important and complex decisions of retirement should be done with a professional.
Planning for your retirement can be a difficult time. You are literally the first generation that has had to manage and understand so many moving parts. Many of our parents and grandparents had the luxury of large pensions1, paid healthcare, and double-digit CD rates2. On top of that they often could buy twice the house for half the money simply by relocating to Florida. Today’s retiree has many complex and changing decisions that need to be made. Just because deciding to retire seems simple, it is not always easy. Give us a call today and let us help walk through your options.
Don’t go it alone. Let us build your SimplePath Roadmap™ to help create clarity for the future!
1) https://www.bankerslife.com/health-and-retirement-study/paying-for-the-new-retirement-responsibilities-and-challenges-for-middle-income-boomers/2) https://www.bankrate.com/banking/cds/historical-cd-interest-rates/
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