Retirement Planning

Retirement is an important milestone. After years of working for your money, it is time your money starts working for you. Our advisors prepare a personal financial plan discussing all your investments, expected income, and expected expenses during your retirement. We analyze your financial picture and adjust the plan based upon your goals, wants, and needs.

Stability, reliability and comfort are our main objectives when preparing our clients for retirement. Independence Financial Services uses our financial tools and resources to help you feel confident during your transition to retirement.

Topics Include:

Retirement Readiness
Investments
Insurances
Pension Plans
Social Security Options
Survivorship Options
Probate Avoidance
Estate Planning
Legacy Planning
Charitable Planning
Budget & Debt Reduction
Tax Strategies
College Funding Options