When the opportunity of retirement is soon, it is mixed with excitement and fear, hope and confusion. The words “I’m Done” are quickly followed by will I have enough income to meet my needs and wants? What do I do with my qualified accounts? What about tax strategies? What is the best time for me to start talking about Social Security? How and when do I apply for my Medicare?
A well thought out plan is needed to turn your dreams into reality. When it comes to your retirement, a professional that has been involved in retirement planning for over 30 years can help explain your best options for successful retirement by providing information on life impacting areas such as those listed on this page.
Click on the boxes below for additional information, and then be sure to schedule your free consultation.
Financial Advisor Land O Lakes
It’s possible to think you need a Financial Advisor, when a professional in retirement planning may actually be a better fit for you and your personal needs and concerns.
Job descriptions can be confusing, especially when you are searching for a professional to guide you through the many working parts of retirement. When you want financial advice it is generally pertaining to specific goals in your life. Do you need to review your investments and pensions plans? Consider downsizing, or early retirement?
Many people regard financial strategies as complex and confusing, and miss out on financial opportunities, or take unnecessary risks. For example, money with a Financial Advisor is not all guaranteed, it is at risk, where in retirement planning, your money is guaranteed and safe.
Perhaps The Willis Agency can become a trusted partner to help you move toward your goals and visions.
Click on the boxes above for additional information, and then be sure to schedule your free consultation.