5 Common Mistakes to Avoid in Retirement
CLIENT FOCUSED, PERSONALIZED APPROACH, FIDUCIARY DRIVEN
When you are working, you need a plan to save for retirement. When you retire, you need to plan for taking income through retirement. Both plans are important, but they are very different. Brokerage Specialists will help you create a retirement income plan using our Compass Report. A Compass Report is prepared specifically for you based on your assets, retirement horizon, life expectancy, and marital status among many other factors. The result is a detailed year by year plan of what you will have available for income to carry you through retirement. Contact Brokerage Specialists today for your Complimentary Compass Report.