...is all about peace of mind. After a long working career most Americans want to know that their standard of living will not drop during their years of retirement. We all want our money to outlive us...not the other way around!
Too many of us are unprepared to retire. Many advisors feel that a retiree should have at least 75% to 80% of pre-retirement salary in current income. Social Security will not provide that for many of us.
We help our clients prepare for a comfortable retirement by encouraging them to fully fund all available retirement plans, e.g. 401(k), IRA, SEP-IRA, Profit sharing, etc. In addition, a systematic investment program is a must for most of our clients.