Retirement Planning
While many people in their working careers dream of retirement they often think of retirement in abstract terms – far away, undefined, difficult to envision. In a world of information, it is tempting to either go it alone, or to figure it out later. As a result, more people are unprepared to retire than ever before – according to the Insured Retirement Institute’s 2019 study, 45 percent of baby boomers haven’t properly funded their own retirement.
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Prepare NOW to Avoid Disappointment LATER
The media seems to come out with a new study or survey every week declaring our country is in a “retirement crisis.” It can be a scary thought, but you don’t have to go it alone.
Freedom Wealth Alliance has programs to help you avoid your own personal retirement crisis by helping you take a step into your future with our Retirement Planning process. Find out today what could be instore of your tomorrow. You may be pleasantly surprised.
Retirement by Design not Default
401(k) and other work related plans
Your 401(k) can often be the most significant source of your future retirement income. Are you treating this asset with the importance it deserves? Are you confident it is performing as well as it could? Are you sure it has the risk level you are comfortable with? If any of these questions, make you uneasy it could be time to meet with a professional.
Other Retirement Accounts
Investors often feel confused and overwhelmed if they start to research the details of these important investment vehicles. Take a deep breath and let an FWA advisor help you take out the guesswork. Using the FWA Planning and Analysis platform, we can analyze and manage your retirement goals, making strategic recommendations that align you better with your long-term objectives.
Your Advisor should
- Review contributions and distributions
- Review and recommend allocation changes to help maximize returns
- Help you construct an integrated plan for all your accounts
- Help you determine your risk levels and manage around them
- Proactively provide suggestions and guidance about your retirement goals
If you’re not receiving these services, it could be time for a change