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5 Steps to Creating Your Retirement Plan
Retiring with more starts with committing to a planning process. To start the process, simply start at step 1 below. You can go “old school” by downloading and interacting with each PDF file or you can go “new school” and access our Retirement Solved platform to follow each of the 5 steps. I may be biased but using the software is the easier and more efficient way to get “her” done.
You can know more & have more, now and in retirement. You ready to learn more?
1 | Identify Your Financial Gaps & Opportunities
Start with finding out if you have enough of the right stuff for retirement. Take a financial inventory of what you’ve got, what you’ll have down the road, and what you’ll need. Then review the gaps. You’ll rest much easier knowing. And you’ll have the right insight to improve your retirement outcome.
2 | Understand the Strategies to Address Your Gaps & Concerns
Everyone has concerns about retirement, in addition to gaps that need to be addressed. There’s many research-backed “retirement optimized” strategies that you should understand and consider (note: not many traditional advisors are up to speed on these).
3 | Prioritize, Organize & Put it in Writing
The foundation of every plan is a task list to make sure the plan is actually implemented. Likewise, a task list can be the basis of a formal plan. You’ll want to create your retirement to-do list, which will help you stay organized and focused on what’s important, as well as keeping you on track.
4 | Get Help & Take Action
Most people don’t have the knowledge or interest in becoming their own retirement advisor. The right advisors can make sure all the risks you may face in retirement are addressed in your plan. He/should should be committed to partnering with you and educating you throughout the planning process. He/she should also offer the full suite of services you need. And the good news is that if you follow this process, you’ll know enough to keep him/her honest!
We hope you’ve found all this information useful (and not too overwhelming). There’s no time like the present to get prepared and nobody prepares you better for a better retirement. Fortune does indeed favor the smart, the bold and the prepared. Got Questions? Give us a call: 508.798.5115 or send an email to: firstname.lastname@example.org