Retirement Planning

What do you want your retirement to look like?

What do you want your retirement to be? No one knows what tomorrow will look like. But we do know that a happy and comfortable retirement never happens by accident. It takes work and planning to build and protect your resources, and then use them effectively. Here are a few questions to consider:

  • How long until you retire?
  • Have you made your list of what you want to do in retirement?
  • Will you outlive your retirement savings?
  • How will your cash flow change over time?
  • Are you investing properly for retirement?
  • Do you anticipate needing to plan for long-term health care?
  • Are you prepared for life’s unforeseen events?
  • How do you want your estate to be handled?

There is a lot to think about. At First Citizens Wealth Management we can help you answer questions like these and more. Together, we can work to create a retirement plan that will help you realize your goals. Your Wealth Advisor can guide you along the way and bring together a dedicated team with experience in Investments, Estate Planning, Charitable Giving, Insurance, and more.

Creating your retirement plan is only the beginning. Once your plan is in place, your Wealth Advisor will connect with you regularly to monitor your retirement objectives, and refine your financial strategies to ensure that you are moving in the right direction.