For those who are nearing or at retirement, we offer a Comprehensive Retirement Plan and/or Investment Account Management
COMPREHENSIVE RETIREMENT PLAN
People are retiring at younger ages, starting new businesses, traveling more, and all the while living longer. It makes sense to plan for a retirement lifestyle that lasts 30 years or more.
You likely have several financial planning pieces already in place-you pay taxes, you have some insurance, and you might have done some estate planning or retirement planning. But chances are that each of these pieces was developed independently and at different times in your life.
To be effective, financial planning needs to be coordinated. Each piece of the financial plan needs to accomplish its own specific tasks as well as support the tasks of other pieces. Timepiece Financial Planning is an expert in this area. We’ll look at your entire financial picture and help you fit the pieces together properly.
Our financial plans will help you reach your goals by helping you determine how much you need to save, what types of accounts you should use, and a how much of a spending amount is sustainable in retirement. Our projections adjust for inflation, taxes, and an achievable rate of return.