Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated. Then, an effective, step-by-step strategy is determined, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement.
Read our Five Essential Steps on The Road to Retirement
Establishing your retirement plan with Simon Financial Group, a representative of Lincoln Financial Advisors, means total investment flexibility. You have the ability to select and then reposition your portfolio holdings to satisfy ever-changing personal and economic conditions. Our selection of self-directed retirement accounts includes:
The longer you wait to create a retirement plan, the more likely it will impact your future financial situation. Contact us to set up a convenient, no-obligation virtual appointment.