Retirees may not be sure which planning or service they need and/or want. Many retirement plans require a greater depth of planning due to employment history, family complexity, or sheer size of estate.
Let's Talk About The Future You.
The CFG Team will listen to you, collaborate on best next steps, then
Wrap It All Up In a Bow.
to pave the way
your future with a solid game plan
"As in all successful ventures, the foundation of a good retirement is planning."
The Magic is in the Details.
Complete Retirement Plan, Hypothetical Plan Projections, Estate Planning, Social Security Strategy, Medicare Elections, Long-term Care Review, Trust Selection, Coordination with other professionals (CPA + attorney), Legacy Planning, Family Meeting, Foundation Creation + Charitable Strategy, Generational Wealth Transfer Planning, Estate Tax Strategy.
Age is an issue of mind over matter. If you don't mind, it doesn't matter."
Traveling, fishing, golfing, and more time with loved ones. Retirement is supposed to be a time of reaping the rewards of years of hard work.
For some, they come as early as 35, but for most, 65 or 70 is the target. Either way, with constantly increasing life expectancy, even someone retiring at 65 needs to be prepared for 30+ years of retirement!
That sounds amazing, but questions loom:
when can I retire,
how much do I need,
how long will it last,
how much can I spend,
what if the market crashes,
or what if I get sick?
All valid questions. In the last 40 years, we have heard them a few times before.
Retirement is not supposed to be stressful. It's not supposed to be work.
Let us help you with the anxieties that come with the uncertainty of retirement.