If the uncertainty of the COVID-19 pandemic has taught us anything, it’s that having a complete – but flexible – plan in place is crucial to the financial health of our families and businesses.
Individuals should approach retirement planning from three fronts: employer-sponsored plans, Social Security or other government programs, and individually owned plans.
Schmerling Financial Group strives to help you make the most of your employer-sponsored plans, IRAs and other retirement tools with a goal of your income being sustained during your retirement years. We are prepared to help you as you pursue your vision for retirement.
Who is a typical client?
Our typical retirement client is someone who is 50+ with $1 million or more of investable financial assets.
In addition, you are likely a good fit if you:
- Prefer to delegate your needs and partner with a retirement specialist so you can enjoy retirement
- If you want the security of knowing your spouse will be financially secure and in great hands
- If you value expertise and you aren't interested in "beating the market”
Whatever your vision of retirement is, Schmerling Financial Group can help you build a plan to reach your retirement goals.