Deciding When to Retire
Selecting the right time to retire is an important decision. We know that it isn’t always possible to coordinate everything to fall into place in perfect sequence. At Curnes Financial Group, we help our clients make informed decisions when in fact they do decide to retire. We work with each client individually, answering questions and helping to implement a suitable investment and distribution plan for a long and meaningful retirement.
Retirement is a new phase in life, and we’re committed to guiding our clients and managing their assets so that they feel comfortable and confident about the future. Our approach is personalized and thorough. We’ll conduct an analysis of your current financial position and talk extensively with you about your goals. Then we’ll explore your options and offer recommendations for establishing a solid financial plan, including your investments and a plan for distributions. We’ll cover healthcare concerns and establish contingency plans for a surviving spouse, so that this transition is made in the most efficient and worry-free manner.
Our goal is to help you find the financial freedom to pursue your interests, so you can enjoy the retirement lifestyle you want.