According to GoBankingRates, 40% of Americans have less than $10,000 saved for Retirement. Review what you just read above about College Planning and Student Loans and it’s no wonder why people haven’t saved more. With rising college costs and more options for parents and grand-parents to borrow money to pay for college, it is easy to see how Retirement can be overlooked. Fear not, we focus on Comprehensive Financial Planning. This means that we consider all of these factors and expenses together, not in isolation.
Are you Retired or looking to Retire in the near future?
Watch this short video about the benefits of a Tax Efficient Distribution Strategy. Then call us at (239) 230-0395 to schedule your Free Consultation. We can show you the Financial Impact the proper Distribution Strategy can have on your Retirement Income.