Service Description

Retirement planning is the process of determining how to best save and invest resources in order to achieve financial independence during retirement. Retirement planning services may be provided by financial institutions, investment firms, or individual financial advisors. Retirement planning services may include: + Assessing an individual's current financial situation and retirement goals + Developing a retirement savings plan + Providing advice on saving and budgeting in order to meet retirement goals + Managing investments in order to achieve retirement goals + Providing guidance on government and employer-sponsored retirement plans, such as 401(k)s and IRAs + Planning for Social Security and other sources of retirement income + Providing advice on when to claim Social Security benefits + Creating a retirement budget and plan for managing retirement income + Planning for healthcare expenses during retirement Retirement planning services may be provided on an ongoing basis, or as a one-time consultation. The specific services provided will depend on the needs and goals of the individual.

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