Retirement Planning

You only retire once, so make sure to do it right. Retirement planning is a core competency at Net Worth Advisory Group. In fact, we wrote the book on retirement – The Retiring Boomer’s Financial Handbook.

We help clients identify their retirement goals and develop a strategy to achieve those goals. We consider factors such as life expectancy, projected retirement dates, anticipated social security payments, and potential savings rates to determine the most efficient path between where a client is currently positioned and the retirement they have envisioned. Additionally, we run multiple scenarios adjusting variables such as fluctuating return rates, inflation, and different spending levels during retirement to stress-test the reliability of plan results. Finally, we employ a variety of analytical tools and techniques to help clients monitor their progress towards achieving their retirement goals.

No one can go back and make a brand-new start, my friend, but anyone can start from here and make a brand-new end.
— Dan Zadra

Fact:
Only one in four pre-retirees has a written financial plan.