What is the financial goal. For example how much money will I need to enjoy a comfortable retirement? Considerations are:
Once these considerations have been mapped out, you now have an idea about what your destination looks like. We also have the ability to monitor your destination on a concurrent basis.
The very last decision that one should consider is what type of investment product one should use to help get them to their destination. Much like planning for a trip, you don't gas up the car first and then plan your trip. Therefore, in planning for retirement, you don't determine the product that you are going to use and then map out your retirement plan. You map out your retirement plan first, the product consideration should be the very last thing to think about.
Another word about planning for retirement. We believe that the rate of return that one needs for planning for retirement is one that will safely get a person to their destination. The investment strategies that one employs in accumulating assets for retirement is totally different than the investment strategies that one should employ in distributing wealth during retirement.
Phone: 303-394-2332
Toll Free: 866-394-2332
Email: Richard Lerner
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