You’ve spent a lifetime building your retirement Savings. Now it’s time to develop a plan to make those Savings work for you throughout retirement.
Using the principles of Retirement 101, we offer retirees and future retirees a complimentary 30-45 minute, one-on-one Zoom consultation with an experienced retirement planning professional.
We’ll take the time to understand your financial situation, retirement goals, and concerns about the future. Together, we’ll explore important questions: When can you retire? How much income will you need? When will that income come from? And how can you help protect your savings from market volatility, inflation, and rising expenses?
Our goal is to help you understand your retirement options and determine if building a personalized retirement plan could benefit you.
There is no cost or obligation for this consultation. It’s an opportunity to ask questions, discuss your concerns, and discover how thoughtful retirement income planning can make a difference.
If we determine that it is a good fit, and that additional planning would be beneficial, we’ll explain how we develop a comprehensive, written retirement financial plan designed around your individual circumstances. No sales pitch, no pressure, just facts and ideas from a trained Retirement Distribution Advisor.
30077 Agoura Ct. Ste 230
Agoura Hills, CA 91301
805-551-1953
info@core-financialmanagement.com
