How to Plan for Retirement

Create a successful retirement strategy by working with a financial professional.

Retirement is something you’ve spent a lifetime saving for. We want to help you protect it. Our team at Pomarico Financial will work with you every step of the way to help you achieve continued success with your retirement goals.

No matter your age or where you are in your plan for retirement, we can help.

We all know it is important to save money for retirement. However, many of the traditional conservative options, such as defined benefit plans are no longer available. In addition, the cost of living is rising. It costs more now for medical care as well as living expenses. Also, more and more people are living well into their 90’s and even past their 100th birthday. So, in addition to rising costs, you also need money to last longer, too.

Most people invest in the markets when they are still working and saving for retirement. But, what happens once you are in (or near) retirement? Should your savings strategies change or stay the same? If you’re trying to secure and plan for your financial future, you have several challenges.

Taking a Closer Look at Your Retirement Strategy

We offer complimentary educational retirement seminars every month that can help you plan for retirement. We provide no-obligation meetings to discuss your options. We will answer any additional questions you might have about retirement and offer recommendations on how to best prepare.

We’ll discuss topics such as:

  • How to plan for retirement 
  • How to protect and preserve your assets
  • Strategies for tax-free* retirement income
  • What a market drop could do to your money
  • Making a financial plan for the future
  • Taking advantage of tax-deferred wealth transfers
  • Risks associated with current investments
  • Factors to consider including taxes, estate planning, etc.

Strategies For Retirement Income

During your early working career, you may have taken greater risks. As you approach retirement, your risk tolerance tends to decrease. So, you might want to consider changing your priorities. The markets fluctuate constantly and it may be time to make sure those fluctuations don’t affect your finances. 

Fortunately, there are possibilities that let you keep money safe but also allow for potential gains. Income strategies should also include where you want your money to go when you are no longer here. Of course, there may be tax consequences or other considerations if you decide to leave your money to a loved one. Work with our team to learn your options.

Choosing the Right Retirement Specialist

Not every financial agent is the same. We work with clients we believe can benefit from the specific services we offer at Pomarico Financial. Protecting retirees’ assets is essential.

There is no universal retirement strategy that fits everyone. Additionally, how you manage your money can have a long-term impact on your life. We can help you earn income while securing your money.

All your working life, you have been saving for retirement. Now let’s put those funds to work for you. Join us for a complimentary educational seminar or schedule a one-on-one personalized meeting. Let’s work together to develop a retirement strategy that meets your needs. 

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