Retirement Planning
Retirement Planning
You may be contemplating retirement and have questions like these:
- Do I have sufficient savings?
- Will my monthly cash flow change?
- What is the best strategy and timing to take funds from my retirement accounts?
- Are my accounts invested properly?
- What Social Security benefit strategy is best for me?
Most of our clients have been focused on their careers and have now reached the point when retirement is no longer in the distant future. We have assisted many clients with this transition and can help you become comfortable with your financial future.
At Avalon, we:
- Learn about you, your hopes and dreams for the future.
- Create a personalized blueprint detailing various aspects of your financial situation.
Fee Only Advantage
Avalon is a fee only advisory firm which means the only compensation we receive is the client’s annual flat fee which is not solely based on a percentage of your investment account. You can be confident your interests are the only ones influencing our recommendations. We work for you and you alone. Retirement planning that brings you peace of mind and confidence in your future is our sole objective.
