You likely have an idea of what you’d like to do in retirement, but first you need to put yourself in a financial position to make your goals
possible. Meeting with your financial professional can help determine what kind of budget you have to work with and the steps you can take to help
save for retirement.
Here are a few other things to put on your checklist before retiring:11
1Tom Sightings. U.S. News & World Report. Dec. 24, 2013. “10 Items for Your Retirement Checklist.” Accessed Sept. 12, 2016.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Strategic Wealth Designers, LLC is a Registered Investment Advisor in the states of Kentucky and Indiana. Matt Dicken, Dustin Stanley and Jordan Schwartz are Investment Advisory Representatives affiliated with Strategic Wealth Designers, LLC. The advisors may not transact business in states where they are not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.