Our Greenville Retirement Advisors give you some actionable steps to plan for a comfortable retirement.
Determining What You Have & What You’ll Need
Do you have enough to retire? It’s a hard question to answer. You’ve been saving all of your working life for an easy transition into retirement, but nothing is scarier than when you STOP SAVING and START SPENDING. If you are a baby boomer retiring in your sixties, there’s a good chance you’ll be retired for more than thirty years. With the increasing costs of healthcare and living expenses, it’s hard to say just how long your money will actually last. Many retirees worry that they may spend too much in retirement and outlive their money, for this reason, they work longer and harder (many into their seventies) to continue to save and invest.
So, Do You Have Enough To Retire?
As Greenville retirement advisors, we believe in taking the time to get to know each and every single client on a personal level. Together we look at what you have, what you owe and how much you need in order to continue to live your comfortable lifestyle (plus a little extra for the traveling and other luxuries you’ve been putting off all of these years). Together, we determine approximately how much you need to retire and what the likelihood is that you will not run out of money in your golden years.
At Signature Wealth Strategies Greenville, we put in extra effort to be a part of your retirement team, not just your financial advisor. This means that we work in concert with your tax preparer and attorneys to make sure your finances are completely coordinated with your taxes and estate plans and any other necessary moving parts.
You’ve worked and waited a lifetime to be in a healthy position to retire. Together we do our very best to ensure that your retirement provides everything you’ve dreamed it would – the consistent paycheck, the worry-free lifestyle, and the freedom to live life on your terms.
Why Signature Wealth Strategies Greenville
When it comes to our finances and retirement, many people are confused and overwhelmed by the volume of information coming their way, that they simply don’t know where to start. As a Greenville retirement advisor, Jensen Seear, CFP® builds personal relationships with his clients in an attempt to understand every underlying detail necessary about their financial wellbeing. Once he is clear on your goals, he works with you to build a Signature Life Plan that helps you understand your current situation – get it on paper, define your ideal life, and create a custom step-by-step process for your ideal life in retirement.
Why Work with a CFP® CERTIFIED FINANCIAL PLANNER™
Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner”. Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides confidence by allowing only those who meet the following requirements the right to use the CFP® certification marks.
See If Our Greenville Retirement Advisors Are A Fit For You
Let’s build confidence in your retirement. Together we will review your portfolio, clarify your goals and develop a relationship that aims to plan for financial success. Schedule a complimentary consult with Jensen today.
Opinions expressed are those of Signature Wealth Strategies and not necessarily those of RJFS or Raymond James. All opinions are as of this date and are subject to change without notice. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.