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How Much To Save For Retirement? We Have The Answer.

Do you want to live comfortably through your retirement years? Do you know how much to save for retirement in order to meet your goals? Retirement projection is a key component to a comprehensive financial plan. 

At Finley Davis, we want you to retire comfortably when YOU are ready, not when you can’t work anymore. Our financial advisors will analyze your current financial plan and retirement savings and help you close any gaps. We will give you invaluable feedback and an action plan that ensures you are on track to reach your goals.

LEARN ABOUT THE FIRM BEHIND THE FIRM >
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Our First Meeting

At our first meeting, we get to know you. We’ll discuss your current financial situation, your income projections, the state of any current retirement funds, and employer options available to you. We’ll discuss the worst and best case scenario for when you’ll retire and what your income will need to be once you do.
This information helps us to see the big picture while navigating the details. Our job is to help you articulate the vision for your financial goals - goals to impact your life today, the lives of your children, and even your grandchildren. Dream as big as you want, we're here to help you make it happen.

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 How Much To Save For Retirement Is Not One Size Fits All

There is no magic percentage of how much you should save. Sometimes, the answer is none. Maybe you have an asset or alternative to monthly deposits. Maybe there is debt that should be paid off first. There are all kinds of wonderful options to consider. Once we know you and what we’re working with, we will come up with a recommendation for next steps now and in the years to come.

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Adjusting Your Trajectory

When you’re going it alone, it can be challenging to correctly predict the savings necessary for retirement. That’s where we come in. It’s not tricky for us, and If we find that your current strategy falls short of meeting your goals, we provide sophisticated advice to get you on track. It’s important to meet with us regularly.

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