Financial Service Providers

If your retirement goal is 65 and 60 is just around the corner, it’s time for some final tweaks to your comprehensive financial plan. You’ve spent most of a lifetime accumulating assets; inflation, taxes and market volatility can quickly shrink the relative strength of your asset base to generate the income you need. Moreover, Americans are living longer, and many are concerned about outliving their retirement savings. In the mix, studies show that you or your spouse stand a 40% chance of entering a long term care facility after age 65. Senior Financial Planners, Mortgage Specialists and Realtors look at all of these factors as a whole to help you set realistic goals and mitigate the risks associated with retirement.