Being retired means you don’t report to the office Monday through Friday anymore, but it doesn’t mean you have stopped thinking about your money.
In fact, now that you are living on a “fixed income” it is more important than ever to maximize what you’ve saved to be able to do what you want to do.
Before they became our clients, many of them didn’t realize that some of the most important work we do is for people who have already retired. Much of the time, that’s when the most important decisions are made. After all, the money you have now must last for the rest of your life, no matter how long that is, and no matter what the frequently volatile financial markets do. This requires careful planning and may require considering options that are new to you.
You may have worked with someone in financial services prior to retirement to grow your retirement accounts. Work with Third3rd Financial Partners and we will help ensure you have a secure retirement income plan. Schedule a conversation today and we’ll guide you through our process to protect your financial future.