Retirement should be a time of celebration as you enjoy the fruits of your labor. It shouldn’t be a time to fret over your finances. Sure, retirement comes with many questions such as:
- How does healthcare work?
- Do I have enough money in my retirement plan to cover my expenses?
- How do I manage withdrawals?
A complete retirement plan can help provide financial clarity, so you can retire in confidence. August Financial Consulting offers retirement planning services based on your individual needs.
Retirement Planning: Developing a Strategy to Meet Your Goals
Retirement planning is a subset of financial planning focused on your needs after you leave your career. To develop a strategy, we first get to know your retirement goals or what you wish to accomplish during your retirement years.
Next, we’ll consider many elements, starting with your sources of income. We’ll analyze your current sources and determine which sources we need to create. These sources may include portfolio disbursements, pensions, social security, rental or other investment property income and potentially part-time work.
We’ll also consider all of your potential expenses such as:
- Anticipated healthcare costs
- Travel plans
- Automobile or real estate purchases
Together, we’ll take a detailed look at your budgets, savings plans and portfolios to clarify your next steps.
Already have a retirement plan in place? We can analyze your existing plan to ensure you’re on the right track to meet your goals.
Why Choose August Financial Consulting?
August Financial Consulting provides expert financial guidance and support to individuals moving towards retirement or those making financial changes after retirement. What can you expect from us?
- Planning based on what’s important to you: What’s most important to you is important to us. We start by getting to know what you want your life to look like during retirement. Then, we plan accordingly.
- Accountability and support: Managing your finances on your own makes it easy to waver off course. We provide the accountability and support you need to stick to your financial plan and help you reach your goals.
- Transparent fee structure: Before we ever request payment, we’ll explain every fee and exactly what you’re paying for. We also offer flexible payment options to help you choose a fee structure that fits your needs.