Retirement Planning

YOU THINK THAT YOU’LL WANT TO RETIRE AT SOME POINT BUT HOW WILL YOU KNOW IF YOU ARE READY? WE CAN GUIDE YOU AS MUCH AS YOU NEED. THE 5 TO 10 YEARS BEFORE YOU RETIRE IS A CRITICAL TIME FOR PLANNING TO MEET YOUR GOAL AS YOU DON’T GET A RETIREMENT “DO-OVER”.

Why get retirement advice from Main Avenue Financial Services?

1. The reassurance you’re doing everything you should

You might have been planning on your own or with a different advisor but retirement brings a lot of new questions and considerations – and it is critical to get the correct answers so you can have the retirement you want.

Your questions may include:

  • When can I retire?
  • How much can I spend?
  • How should I allocate my investments?
  • What do I need to do between now and when I retire?
  • What should I do about Social Security?
  • How should I manage my taxes?

We will help you develop a custom plan that is based on your personal situation and goals, and then help you implement changes and monitor your progress. This should provide you with the confidence that you’re doing all you can to reach your goals.

As a Fee-Only firm every recommendation we make will be with your best interests in mind.

2. More Money for Retirement

With 15+ years of retirement planning experience we’ve developed investment philosophies and strategies that can help you earn more over time than a typical investor going on their own.

Here’s is what we’ll do:

Review your retirement outlook. We will take a look at your anticipated income and expenses in retirement, develop a framework for creating income from your retirement assets, and recommend any needed changes to make your retirement a reality.

Review and rebalance your portfolio. We will help you design an ideal asset allocation and then on a regular basis review your portfolio and make changes as needed.

Tax Minimization. We’ll help you focus on tax efficiency in your portfolio as the less you pay in taxes the more money you have.

Ongoing investment advice and management. We will provide the advice you need to keep on course throughout changing economic times to keep emotions from impacting your personal investment plan.

Get started with your retirement financial planning. Call us at 503-336-3776 to find out more about how working with Main Avenue Financial Services can give you greater peace of mind in planning for your retirement.