In a 2004 study by the National Retirement Planning Coalition:
- More than 40% of households have saved almost nothing for
- 40% of households have less than $50,000 invested in
- 10% of people do not know how much they have in their
Failing to plan for retirement is a national dilemma, particularly
when considering the rapid consumption of Social Security assets. Are you
among those without a retirement plan?
For many, failing to plan for retirement is simply a case of the "do-nothings"; perhaps the task seems overwhelming, or even impossible.
Retirement planning is not a case of "one size fits all." That's why your Financial Planning Advisor will work to fully understand both your current financial situation and your future goals. This process helps your Advisor to determine your starting point as well as the milestones to be met in order to arrive at your retirement goal.
Contact us today. We can help.