It is never too late to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives. Guidance and support from the team at Anfinson Thompson & Co. will help you develop a plan that can give you confidence during your pre-retirement years, including;
  • Analyzing¬†expenses that will be, or are likely to be, incurred during your retirement and creating a plan to eliminate any shortfall between income and expenses
  • Identifying the primary sources of retirement income that you have or should have and calculate the savings required for your to retire at a specific age and achieve your desired lifestyle
  • Creating strategies for preserving and growing retirement account balances and distribution amounts.
  • Evaluating a diverse range of tax-efficient vehicles - IRAs, 401(k)s, and others - that are best suited to your age and retirement time frame

Ready to work with our team?

We will work with you every step of the way.

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