Do you feel confident in your plans for retirement? Or, are you concerned about being able to maintain your lifestyle? We take a macro approach to micro planning, considering your finances from every angle, including how to work toward maximizing your benefits, minimizing taxes and leveraging insurance products and investments to build a future you can look forward to.

Whether your retirement goals are centered on exploring the world, cherishing family moments, or pursuing new hobbies or business ventures, we can help you prepare and transition into the retirement you’ve earned.

Financial Advantage Associates can help you navigate key retirement planning and transition questions such as:

1. How much will I need in retirement? How much should I be contributing to my retirement funds each month?
2. Is it ok to retire before I pay off my mortgage? Should I focus on saving and investing or paying off debt?
3. Should I take advantage of my employer’s matching contributions to my 401(k)?
4. Am I taking on too much risk at this stage in my life?
5. Can I afford to pay for my child’s education and/or care for my aging parents?

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.