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R E T I R E M E N T     P L A N N I N G

R E T I R E   Y O U R   W A Y

Financial independence means not having to work. Though many of our clients choose to work after they have become financially independent, having enough financial resources saved to support their desired lifestyle provides peace of mind and a possible legacy for future generations. As we have learned through years of experience, spending requires as much planning as saving. 

<strong>Retirement planning involves managing a number of issues, such as:</strong>

Retirement planning involves managing a number of issues, such as:

  • Not outliving your money

  • Minimizing income tax exposure

  • Reducing investment portfolio volatility

  • Coordinating workplace and social security benefits with IRA’s and other investment accounts

  • Budgeting

  • Managing health care costs

<strong>Back in the day...</strong>

Back in the day...

People were able to rely on the guarantees of pensions and social programs to support their lifestyle after years of working. Of course, that is seldom the case today. Knowing this, at NFN we help our clients take ownership of their retirement and layout a realistic plan for the risks they face and offer solutions that go beyond chasing rates of return

Our comprehensive process will illustrate the risks you face and the solutions that are available. Like all of the planning that we do, the retirement strategies we help create leverage our experience, but are customized to meet your unique circumstances. Start planning and saving for retirement as early as you can, whether your retirement is in 40 years or just a few years away. Your retirement strategy should factor in your current needs and future goals, because saving even a small amount each month can make a big difference later.