Pre-Retirement & Retired Folks
financial planning for
Pre-Retirement & Retired Folks
Are you getting close to retirement but not sure exactly when you can start easing in or fully retire? Or have you already retired and concerned about making your money last? I can help you uncover all of your resources and layout a financial plan that will show you how you can replace your current income by utilizing your assets and Social Security in the most efficient way that’s best for you.
One of the most rewarding parts of my job is to help people retire if they want to. I am passionate about putting a custom plan into place that shows my clients how they can leverage the next few years of working, ease into retirement and/or retire today. This is why saving money during your income-earning years for retirement is so important – so that you have the financial freedom that brings options.
my financial services for
Pre-Retirement Couples & Individuals
I help you address specific concerns like the examples here.
When exactly can you retire? Do you need to continue working, and if so, for how long? Can you start easing into retirement?
What if you outlive your money? We’ll look at different planning scenarios to assess how best to draw down assets in retirement.
How can we make sure you’re not too dependent on family? Times are different today where our families don’t all live near each other! And even if they are close, wouldn’t it be nice to give them the gift of not relying on them? Let’s get your retirement covered.
What if your money outlives you? You can create a financial legacy by designating how you want your assets distributed to family members, friends, and charities during or after your lifetime.
What if you have a long-term care event? We’ll look at the possibility of this and identify a plan so that you aren’t dependent on your family members.
Free-thinking Women
Pre-Retirement and Retired Folks
Working Couples
Cambridge Investment Research, Inc. Form CRS
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sopris Wealth and Ann Everhart Financial Advisor are not affiliated with Cambridge. This communication is strictly intended for individuals residing in the states of CA, CO, IL, NJ, NY, TX, & WA. No offers may be made or accepted from any resident outside the specific states referenced.
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