RETIREMENT: IT'S A JOURNEY, NOT A DESTINATION
You’ve worked hard to get to this place called retirement but are you fully prepared for the transition? Many of us will spend thirty years or more on this voyage, so it can be helpful to have a plan and a guide that’s been there before. Most of us will retire only once, but the retirement consultants at Compass Financial Group have taken this journey many times. We’ll go beyond “stocks and bonds” to address the real questions and concerns that are on your mind:
- “Do I have enough to retire?”
- “When should I take social security?”
- “What is the most tax efficient way for me to draw income?”
- “How will my healthcare work once I’m no longer employed?”
Our advisors have heard these questions before, and others you may not have thought of. You might say we speak the language of retirement. We invite you to peruse our website or speak with one of our retirement consultants. You’ll find we don’t dabble in retirement – it’s what we do.
Selected as the best wealth management and financial planning firm in the Raleigh area.
I plan to retire within the next 2-5 years
How do I determine if I’m on track and create a roadmap to guide me the rest of the way?
I'm planning on retiring within the next year
What steps should I take to ensure I’m ready for the transition?
I'm already enjoying my retirement
Have I covered all the bases or do I have blind spots in my planning? Is my investment portfolio accomplishing my goals?