Retirement Planning
Our company focuses on retirement planning. We realize that most clients are concerned about their future financial security. The amount an individual paid into Social Security and the age one decides to receive these benefits can determine their retirement lifestyle. Medicare presents a source for healthcare needs, yet, may not provide the additional coverage to compensate towards lasting illnesses. These factors accentuate the importance of planning for retirement. Financially prepared retirees can rely on Social Security, personal savings, investments, and employer-sponsored or individual retirement plans to maintain an efficient lifestyle.
We believe in creating a comprehensive retirement plan specifically personalized for the individual client. We will evaluate your current investment portfolio, income needs, future goals, insurance coverage, and family budget while developing your retirement plan. Our role as your financial advisor is to assist and educate you in 401 (k) rollovers, Simple, Traditional, and Roth IRAs; Simplified Employee Pensions and College 529 Savings to coincide with goals set for your retirement income.
Once we have a sound understanding of your financial needs, we will help you make the adjustments necessary to increase the likelihood of a successful retirement plan. Preferred Financial Group never charges fees to develop a retirement plan or to analyze your current investment portfolio.