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Creating Confidence In Your Future

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  3. Retirement Planning

Retirement Planning

Selecting the right time to retire is an important decision. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement. The need to be able to provide for a steady stream of income that cannot be outlived is more important than ever.  With the prospect of paying for retirement needs for as many as 20-30 years, retirees need to be concerned with maintaining their cost-of-living.

Clients come to us with many questions: When can they retire? Are they able to afford the things they always dreamed of? How should they handle pensions and IRA's? What about healthcare, Medicare, and long term care insurance? What steps need to be in place so their loved ones will be financially secure? When do they take social security?

We work with each client individually, answering these questions and helping to determine the best plan for a long and meaningful retirement. We understand these decisions are both financial and emotional. There is so much information out there that it can be overwhelming, and we are able to help you plan ahead for the lifestyle you envision.

Our Planners are here to help with retirement planning and assist you in reaching your financial goals. Book a meeting here or give us a call at (336) 723-1220 if you have questions, need more information or are curious about next steps. 

Lets Get Started

524 North Trade St.
Winston-Salem, North Carolina
27101 United States

  •  Tel: 336-723-1220
  •  Toll Free: 888-723-9277
  •  Fax: 336-727-0941

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. 
Advisory services offered through Blue Rock Wealth Management, LLC 
Cetera is under separate ownership from any other named entity. SIPC.org, FINRA.org

524 North Trade St., Winston-Salem, North Carolina 27101 United States

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

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