Retirement Financial Planning

Planning for a Rewarding Retirement

In retirement, you have the time that you rarely had before to spend with your family, on the golf course, in a new business, traveling to faraway places, or relaxing in the backyard. It's essential that you have the financial means to maintain your lifestyle in retirement and to actively pursue your dreams. 

As you look forward to a long and rewarding retirement, you'll want your retirement strategy to change from accumulating assets in your working years to the distribution of your assets to support your lifestyle in retirement.

Talk to Clay Flathers at ValuCare Insurance Services about:

• Planning and setting your financial goals for retirement
• Determining the best personal savings goal for your lifestyle in retirement
• Investigating which financial products will be the most effective in helping you meet your goals (plan for up to 25 or 30 years in retirement)
• Crafting strategies to ensure that you don't outlive your retirement savings
• Developing a plan that incorporates different economic and market scenarios (i.e., if you're set to retire and the economy is in a downturn, what should you do?)
• Making sure your retirement goals align with your spouse's visions of the future
• Creating a withdrawal strategy so you have the income you need for an extended retirement
• Maintaining a suitable income stream from your investments during retirement and providing a financial legacy for loved ones
• Giving a financial gift to a grandchild for college or making a sizeable contribution to a favorite charity 

Call for a free consultation.