When you begin thinking about retirement starting with a plan is a good approach. While this is great advice most people may not have the resources that are needed to properly do the math and develop a successful plan. At Successful Financial Strategies developing a successful plan is what we do day in and day out. We believe your retirement plan should dictate both your investment and spending strategies.

A retirement plan will answer the four basic financial questions that we face:

  1. How much should I save to reach my financial goals?
  2. What rate of return will I need to have for my retirement plan to work out?
  3. When can I retire (how long will I need to work)?
  4. What will inflation do to affect my spending through out my retirement?

Sometimes when people invest money they do so with only a vague concept in mind about what goals they are trying to meet during their retirement. Vague planning yields vague results. Think about this question for a moment. If what you believed to be true about your money turned out not to be true when would you want to know? I bet you’d want to know right now! Give us a call at Successful Financial Strategies for a one hour, no-cost appointment, and let us show you how we can help you build your personal retirement plan.

Located in Arden, North Carolina we are able to easily help people in Hendersonville, Asheville, and their surrounding areas, give us a call at (828) 693-9349 to schedule a free consultation.