Retirement planning is the process of planning for income needs during retirement. However, the planning process that takes place during your working years will go a long way toward ensuring that those income needs in retirement are met.
First National Wealth Management seeks to coordinate the three main sources of retirement income:
- Social Security
- Employer sponsored retirement plan benefits
- Personal savings and investments.
To retire in comfort requires careful planning. Longer life spans and ever-present concerns over the future of Social Security retirement benefits are just two of the many reasons why clients seek out advice on preparing for retirement.
A consultation with a First National Wealth Management Wealth Advisor can help answer the questions you may have and we are here to help in the retirement planning process.