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Retirement Planning | Richmond, KY

Retirement planning puts your life plan on paper, and prioritizes and organizes your goals. In fact, a recent study shows only 46% of Americans know how much they need to save for retirement. Having an organized plan that is broke into smaller actionable steps, like the 8 Wealth Management Issues, can help you be disciplined and stay on track. This can help streamline the financial planning process and give the confidence needed to move toward your financial goals. This will also identify areas of strength and those that need some assistance. 

Whether you are just planning for retirement, nearing retirement or are already there, you are most likely trying to decide what you want to do during the next stage of your life. And along with that, thinking about how you can ensure you'll be able to financially support your desired retirement lifestyle.

We organize the planning process using the 8 Wealth Managment Issues to plan and identify your areas of concern. Then, an investment and retirement plan is created with a proprietary retirement planning software. This retirement planning tool allows us to monitor the plan along the way and make necessary changes. It's a very effective way to identify your highest-priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want to.

Have you asked yourself:

  • How do I make Plans for Retirement?
  • Can I afford to Retire?
  • How do I make the most our of my retirement income?
  • What is retirement?
  • When to retire?
  • How to retire?
  • What do I do once I've retired?

We will help you answer these questions and more. Our comprehensive approach will not only show our expertise, but also show how much we care about all aspects of your life. Contact us or call us at 859-623-0044 for a complimentary consultation.

*Investment and financial planning services are offered by Tim Williams through his affiliation with HD Vest.