Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Retirement Income Planning

Are you ready to retire?
Not so fast….Have you considered these important factors?

  1. How active will you be after you retire?
    • Will you work part time? Is there something part time you want to do that your current career would have prepared you for? Would there be a possibility of staying on part time in your existing career? How much will you have to or want to work?
    • What are your goals for retirement? Do you want to travel or have special plans for your leisure time?
  2. How will your retirement affect those around you?
    • This decision will affect your family- what affect will your retirement have on family members?
    • What will your relationship be like with those who you worked with?
  3. How will retirement affect your financial situation?
    • Is full time retirement even possible?
    • What are the sources of income you can count on in retirement? What is the sustainability of those sources of income?
    • What is the backup plan should unforeseen factors come up and jeopardize your retirement plan?


Are you ready?
Take a few minutes to take our retirement planning questionnaire.

Retirement Planning Questionnaire