Many people simply meander toward retirement with no set course.  Yet they hope to one day enjoy the things that they have always dreamed of in retirement.  These dreams might consist of traveling, buying a second home or simply living a comfortable lifestyle with family and friends.  These goals may not be realized without working toward a confident financial future through proper planning.

As you begin to plan for retirement there are numerous risks that are encountered such as inflation, longevity, market risks, health events which may lead to long term care needs.  These risks are impossible to control; however, we can alleviate some of them through various planning and investment strategies.  Such planning requires careful preparation and realistic goal-setting, determining where you are now, where you would like to be in the future, and what you may need to help you get there.

Our team’s role is to understand your goals and concerns as well as your priorities.  With this information we are able to advise you of key risks in retirement given your specific financial situation.  We collaborate with you to design and implement a plan that addresses your needs, balances risk and reflects sustainable withdrawals from your assets.  Periodic meetings are held to monitor the plan, incorporate changes that occur in your life and update the plan as needed.

The sooner you begin assessing your future needs and developing strategies to achieve them, the more likely you are to reach your retirement goals.

Life Well Planned!

Kenneth A. Whittaker

CPA/PFS, CFP®, CLU/ChFC

Branch Manager, RJFS

Norman C. Hayden

MSFS, CFP®, CLU/ChFC

Financial Advisor, RJFS

Carolyn J. Shott

CPA

Financial Advisor, RJFS

 

Whittaker Cooper Financial Group an Independent Firm

Securities offered through Raymond James Financial Services, Inc.  Member FINRA/SIPC