Retirement Planning & LIFE Organizer
Financial Planning for the Rest of Your Life
When you are in or nearing retirement there is nothing more unsettling than worrying about money. Retirement decisions include Medicare, Social Security, income replacement, estate planning, insurance and investments.
And retirement planning is about more than your nest egg. It is also about your goals, dreams, family and meaningful pursuits - all based on what is important to you.
In total these decisions can be overwhelming. Adams and McReynolds, Retirement Partners can guide you. With straight talk and advice you can trust, we can help you live more and worry less.
With the ability to analyze your retirement income and how it relates to your spending projections, we can build a plan that mitigates the risk of a retiree’s biggest fear - running out of money before the end of life. Working together we will find a balance between your financial goals and life’s dreams in relation to what may be the reality of your financial means.
Realizing your financial objectives - while knowing your basics are covered - brings less financial worry and greater peace of mind.
The “LIFE” Organizer
Whatever your wishes are for the future of your family, now is the time to get started by organizing your important Legal, Individual, Financial and Estate matters in one place. Gathering, organizing, reviewing and analyzing your important documents is an important step in achieving financial security.
You cannot know where you are going if you do not fully understand your present set of circumstances. Importantly, getting organized will be invaluable to your family as well.
When the time comes that you are unable to handle your financial, legal, health and household affairs, your family will find The LIFE Organizer to be an invaluable tool. It is essential that your family know what legal documents, powers of attorney and health directives are in place. It is just as important that they know where to find them. After your passing, The Organizer is a gift to your loved ones as they must go about the business of handling your affairs. Their ability to take matters into their own hands will be greatly improved because you had the foresight to gather the details.