Successful Retirement Planning
Published on by George Sparks
As you age, you begin to focus more on what comes after your career. You might’ve even been thinking about it since your first job working fast food or slinging newspapers in your hometown. After all, retirement from the hustle and bustle of professional life is the ultimate goal for most. But how are you going to get there? What steps do you need to take now to have enough money to live comfortably after retirement? And what happens to your business when you’re ready to step down?
We help our clients not only answer those questions but guide them all the way through their unique path to retirement. We’re not attorneys, bankers, or insurance agents. We’re financial advisors dedicated to finding the best plan for you and the legacy you want to leave behind.
We strive to be an invaluable asset for our clients, spending time getting to know the ins and outs of your business, family, and financial situation to find the optimal opportunities to help provide confidence in your financial future during your sunset years. By combining this insight and our expertise in private wealth management, we put our clients in the best position possible to achieve their desired retirement life.
Client-centered services
If our operation is a wagon wheel, each client is the axel around which our work revolves, with each spoke representing a different option for your plan. These could include insurance, 401(k) or ROTH accounts, and exit planning. Normally, you’d work with each of these individual services separately. But with Barnes Dennig Private Wealth Management, our advisors create an all-inclusive plan and coordinate all the efforts of these groups to work in your best interests. It’s our mission to get an in-depth understanding of what you want to do, where you want to go, and ensure that everybody’s working on the same page to propel you closer to your goals.
The most fulfilling part of the job? When clients who are ready to retire look back and say, “We laid out a great game plan. I don’t have to worry now. I know how I’m going to end my business and how it’s going to sell. I know the number I need to get, and I’ve charted a path.”
Get ready for your retirement
The first step to creating a plan is meeting with a financial professional to assess your situation. Contact our Personal Financial Specialists for a free consultation and start plotting your course toward retirement today.
Investments in securities and other instruments involve risk and will not always be profitable. Asset allocation and diversification strategies do not ensure a profit or protect against a loss. Barnes Dennig Private Wealth does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. Please consult your own tax, legal and accounting advisors before engaging in any transaction.
