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Nearing Retirement






Primary Goals:

Optimizing retirement plan and creating a reliable stream of retirement income.

teacher nearing retirement

After teaching at one of the school districts for over 20 years, Chris has accumulated wealth throughout the years by contributing into the school’s 403(b). He has worked his way up to becoming the school principal, and is now starting to think about planning for his retirement. He is proud of his nest egg that he built over his life, but he’s not as confident as he’d like to be when it comes to a comfortable retirement. Chris felt a little uneasy as he isn’t sure whether his savings can outlast his retirement years, especially because he doesn’t know how much he will be receiving from the pension each year. Chris is looking for clarity and a solid retirement plan he feels confident about, that takes into consideration his needs and goals. He also expressed his concern about dealing with potential health problems and being able to cover any unexpected expenses.

For Chris, we will first focus on making sure all of his questions are answered, as well as understanding his values and concerns. After discussing his circumstances, needs, and goals, we will create a personalized retirement plan that aligns with these areas. The personalized retirement plan will help establish his personalized retirement timeline including future financial changes, and it is aimed to better position a reliable stream of income.

This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.
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