Retiring on Your Terms 2

Your advisors at Potomac Financial Consultants are far from the “set it and forget it” with the retirement planning approach. We prepare individuals and families for retirement through a tried and true financial planning process, identifying your goals and creating a personalized strategy to achieve them. We’ll walk with your family through this process; answering all your questions and truly helping you feel prepared for your transition into retirement. From analyzing your retirement expenses to discussing various scenarios, you will be able to face retirement with confidence.

The process of retirement planning doesn’t have to be scary and overwhelming. In fact, it looks something like this:

1. We’ll talk about what your ideal retirement looks like. What do you want to do with your time? What would you like to accomplish? How much money will you need each month to live comfortably?
2. Once we know what your goals are, we can start evaluating your current situation. We take into consideration your assets and savings, how much you’re putting aside for retirement each month, and see if there are any changes that need to be made. We’ll also consider your health coverage costs and talk about social security benefits.
3. If there are any changes that need to be made to your current plan, we’ll put them into place! Depending on how near or far away you are from retirement, we’ll decide how frequently we should meet to discuss any adjustments.

It doesn’t stop there! We’ll stay by your side throughout your years of retirement. Significant life changes during this time may necessitate a change of approach or a different income planning strategy. Our team is available to you for all your financial needs throughout your transition and beyond.

This process leaves you feeling more comfortable about retirement in general. Are you ready to get started on a retirement plan so you can retire on your terms? Schedule a consultation today.