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Retirement Planning

<span>If the uncertainty of the COVID-19 pandemic has taught us anything, it&#8217;s that having a complete &#8211; but flexible &#8211; plan in place is crucial to the financial health of our families and businesses.</span>

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.


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