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 helps you stay on track to reach your goals.
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.
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.
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.