Are you considering retiring in the near future — but aren’t sure if you have enough money saved? This is a difficult assessment under any circumstance, but certain factors make it even more complex. You’ve worked hard to get to where you are and running out of money during retirement is not an option.
We highly recommend you get a second opinion of your current retirement plan, and at Beacon, we offer this service at no cost and no obligation.
SCHEDULE A CALL TODAY TO GET YOUR FREE FINANCIAL PLAN CHECKUP! This includes a tax analysis, along with an income analysis, a Social Security analysis, a fee and risk report, an RMD analysis, and a portfolio stress test.
Also, download our FREE ULTIMATE RETIREMENT PLANNING CHECKLIST to see which areas you need to cover to have a comprehensive retirement plan.