Retirement Planning

For many people, thinking about retirement can be overwhelming. Am I saving enough? When can I afford to stop working? How long will my money last? These are just a few of the many questions you may be thinking about as you look ahead to your future. At Garretson Financial, we can help you answer these important questions, as well as develop a retirement income plan for your unique retirement goals.

We will sit down with you and develop your personalized plan depending on your retirement planning stage. Whether you are in accumulation, preservation, or distribution stage, we will help you make informed decisions to build a better retirement strategy.

Other important parts of your overall retirement plan include:

Social Security Planning - We will provide guidance on how individuals and couples can maximize their Social Security benefits in retirement.

Estate Planning – We will create an estate plan that protects assets, plans for future care of loved ones and preserves your intentions in life and after death. 

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