At some point in time, people shift their financial focus to retirement—typically between 50 and 60 years of age. Retirement means different things to different people, however. Are you ready to…
…pursue other activities with your life?
…journey out of a stressful work life?
…pursue your hobbies?
…spend more time with friends and loved ones?
We believe that at some point in time, there is a natural shift from being dependent on a paycheck to a desire to be financially independent and secure.
Unfortunately, the financial services industry is full of investment and insurance product salesman that are not focusing on a holistic retirement plan for their clients. Retirement could last more than 30 years, and it is extremely important to have a relationship that is focused on the long term rather than simply putting your money into products.
At Pathfinder Wealth Consulting, we believe the path to retirement starts with the exploration of what retirement means for you. We then look at your resources, analyze your financial position, and project what your retirement would cost. We then use our risk management system to analyze the gaps in your current financial plan so that we can build you a secure financial future.
The path to retirement is unique as life itself and using our financial planning system will help you answer critical financial questions, such as:
When should I retire? When should I take social security? What assumptions should I use for retirement planning, such as inflation, life expectancy, and health care costs? What is the best way to mitigate risks in retirement? How should I position my resources to optimize my plan?
Your path to retirement starts here. Let us guide you forward.