What does retirement mean to you? As your financial advisor, that is the first question I'll ask. Smart planning starts with understanding your goals and working backwards to make sure your finances line up.
My retirement planning services focus on giving you an overview of the retirement planning process, understanding your specific goals and developing a specific plan. Knowing how much you'll need during the multiple phases of retirement – and having a plan to get you there – will give you the peace of mind you've been looking for.
Retirement Planning Services include:
- Understanding your retirement priorities.
- Calculating annual savings for retirement.
- Preparing a personalized retirement projection.
- Analyzing your pension plan status and alternatives.
- Planning for tax minimization during retirement.
Contact Rhonda today and let her help you achieve peace of mind by providing trusted advice and personalized solutions to meet with your financial goals. Rhonda's services are ideal for investors with portfolios starting at $100,000 who need professional, tailored investment advice and planning.