Retirement planning helps you focus on the factors that are most important to your financial success and to see how decisions you make now might impact your future.
Many computer programs can give you some type of cookie-cutter financial plan. But computers can’t hear you talk about your goals and dreams or your concerns about running out of money or paying for healthcare. We are ready to listen. Your retirement planning will be personal to your situation all while taking into account the vast number of rules and laws that pertain to you.
There are only a few things that are certain in life. Taxes and death are the two most commonly mentioned. The third certainty in life is that things will always change.
Retirement planning is an ongoing process. It’s not a one-time event that is completed and never reviewed again. Life is always going to be changing. Inflation, investment returns, personal cash flow, tax rates, and a host of other variables are unknown and constantly changing.
This process will help you focus on your most important financial goals. We will answer all of your money-related questions in a way that is understandable and doable. You can take control of your financial life.
Get started on your retirement plan today! Call Rowling & Associates at 619-295-0200 to schedule your free introductory meeting.