The goal of becoming financially independent in retirement is paramount to many people. The 5 to 10 years before you retire is a critical time for planning to meet your goal.
Begin Planning Now
Even if you’ve been investing solo for decades, think about whether you might benefit from outside advice as you begin planning for retirement. Once retired, the next goal is to generate enough income to meet your needs. KFA helps you prepare for retirement through IRA’s, 401K plans and SEP plans among other retirement vehicles. KFA works with you to examine your current needs and strategize for different future scenarios with ongoing retirement planning.
Together, we’ll review all the facets of planning– retirement age, taxes, entitlements, savings vehicles, risk management, 401Ks, how capital markets function, target-date funds – and anything else that impacts your future goals. We will discuss your tolerance for risk, both current and long-term. Once we have a thorough assessment, KFA will then plan a strategy tailored to get you where you want to be when retirement comes.