Retirement Planning

Taking charge of your future starts with a sound plan that helps you realize the retirement you want. It’s never too early, or late, to think about your ideal retirement.

Our top priority when planning for your retirement is making sure you avoid running out of money. Since retirements can range from 10–25 years you’ll want a clear understanding for how much you’ll need to save in order to live the lifestyle you want.

Starting with analyzing your current financial situation, we’ll then model different future scenarios that will help us get a clear picture of what will be needed to secure the retirement you want. We’ll look at everything from 401(k)s and IRAs, to your current income and expenses, to social security estimates and other assets. The more information we have, the better we can plan.

No one wants to be a burden on their children by needing support later in life. You can ensure a comfortable retirement by planning ahead and making smart decisions. We’re here to help you do that.

Call us today to get started:
Taylorville, IL: 217.824.4211
Columbia, MO: 573.808.1959