"How Much Do I Need to Retire?"
Retirement Planning is Essential – How Much Is Enough?
This is one of the most popular questions we hear, and the truth is, it depends. How you plan to spend your retirement will determine what you need. Are you planning on jet-setting around the world? Would you like to purchase a vacation home on the beach?
Our Sunrise Financial Group advisors can help you determine how much you’ll need and where you’ll need to save/invest.
“There is no better feeling than helping clients achieve things they never thought were possible. Seeing not just relief, but pure joy when their goals and dreams come true is why we do what we do.”
Start Saving Now
Start saving as early as possible and partner with a Sunrise Financial advisor so you can work toward your goals efficiently. Our world-class, knowledgeable, friendly advisors make retirement planning simple. We can help you avoid mistakes, teach you how to diversify your investments, and help protect your financial future.
Financial Advisor – A Good Investment
One of the best ways to avoid making costly retirement planning mistakes is to work with a Sunrise Financial advisor. Too often we meet people who have tried to save on their own, made investment decisions without knowing their options, and waited until they were within 10 years of retirement to have a retirement fund analysis.
Unfortunately, most of them find out that they could have been in a much different place had they just done one or two things differently. Though it’s never too late to make changes, if you start with a trusted Sunrise Financial advisor, you can have peace of mind that your future is being looked after.
A Custom Investment Portfolio
There are many retirement saving strategies that can foster growth while protecting what you’ve worked your entire life to have. At Sunrise, we believe a well-rounded portfolio that’s customized to your specific goals and needs will not only give you a retirement nest egg that supplies income, but one that eases the fear of the unknown and gives you confidence in your retirement years.
Types of Retirement Vehicles
The following investment vehicles have diverse plans and benefits that are typically combined to meet your current financial situation and retirement considerations.
- Life Insurance – Whole Life, Term Life
- Disability Insurance – Long Term, Short Term
- Long Term Care Insurance
- 401(k)
- IRAs
- Mutual Funds
- Stocks
- Bonds
- Other Assets
Retiring is Only Half the Battle
Once you make it to retirement, a whole new type of planning begins. It is no longer about saving, it’s about using your assets without running out of them. At Sunrise Financial, we will help you answer questions like:
- How much income can I take from my assets?
- Is there a way I can guarantee my income?
- Which assets should I use first?
- Is there a way to leave assets to my heirs that I don’t plan on using?
Our welcoming team loves nothing more than to help clients realize their dreams and have the weight of uncertainty lifted. Contact us today for your free retirement planning consultation.