Retirement Readiness

Retirement means different things to every individual.  That’s why we don’t take a cookie cutter approach to your retirement planning.  Your plan and advice is tailored to meet your unique goals and dreams.  Do you want to retire early? Do you want to start a new “career” in retirement?  Maybe you want to move to the woods and live off the land, or maybe you want to work forever.  These questions are important and that’s why we ask them. We take a collaborative approach to develop recommendations that fit you; not broad-brush, by-the-book answers.

Maybe you’re in your prime working years and are wondering if you should be maxing out your 401(k) plan.  Or should you do a pre-tax 401(k) or Roth 401(k), or both?  What about those old retirement plans from a previous employer?  You could have heard friends talking about something called a “back-door Roth,” what does that mean and is it something that you should consider?

These questions, along with many others, are just the beginning of formulating YOUR CORNERSTONE retirement plan.  Contact us today to begin working together on your journey to financial freedom and retirement readiness.

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