Retirement Planning
In a 2004 study by the National Retirement Planning Coalition:
- More than 40% of households have saved almost nothing for
retirement.
- 40% of households have less than $50,000 invested in
retirement accounts.
- 10% of people do not know how much they have in their
retirement accounts.
Failing to plan for retirement is a national dilemma, particularly
when considering the rapid consumption of Social Security assets. Are you
among those without a retirement plan?
For many, failing to plan for retirement is simply a case
of the "do-nothings";
perhaps the task seems overwhelming, or even impossible.
Retirement planning is not a case of "one size fits all." That's
why your Financial Planning Advisor will work to fully understand both your
current financial situation and your future goals. This process helps your
Advisor to determine your starting point as well as the milestones to be
met in order to arrive at your retirement goal.
Contact us today. We can help.
|
5186 Carroll Canyon
Rd, Suite 100 San Diego, CA 92121 Office: (858) 677-0275 Toll-Free: (888) 465-PLAN (7526) FAX: (858) 677-0476 |
23272 Mill Creek Drive, Suite 200 Laguna Hills, CA 92653 Office: (949) 855-4700 Toll-Free: (866) 291 WFPC (9372) FAX: (949) 855-4246 |
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