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Santa Monica Retirement Planning

Feel clear & confident about your financial future
Using our 4-Step Prosperity Planning Process, we help women plan for their future, preserve wealth, and protect their legacy.   

PLAN YOUR RETIREMENT, YOUR FUTURE

There are many steps you can take to begin your retirement planning process. Your first step is to establish an emergency savings account that is large enough to cover three to six months of your salary. If you are unsure where to start, you can consult our retirement planners at Empress Investment Group. There are many ways to fund your retirement, so choose the right one for you. If you want to make retirement planning easier, you can consult our financial planners.

Many people do not have a retirement plan and end up living off their Social Security income, which is designed to replace approximately 40% of the average worker's income when they retire. This is not nearly enough to fund a comfortable lifestyle during your retirement years, and many retirees have to scale back on their lifestyles because they don't have enough money in savings. To help plan ahead, you can speak to our retirement planning experts to get guidance on strategically planning your finances so they will carry you through your retirement years.

CONSULT SANTA MONICA RETIREMENT PLANNERS

Your timetable for achieving retirement goals will likely change over time. When you are 35 years old, your long-term goal will be retirement. However, your short-term goal may be paying for your child's college education. As your financial goals change, your investing style will also change. You will likely invest differently when you are nearing retirement.

 

A financial advisor can help you with the design and selection of retirement plans, navigate business responsibilities, and avoid common pitfalls. They can also help you make informed decisions about investment choices and other details related to fiduciary responsibilities. If you're an entrepreneur, you might consider partnering with a retirement plan provider to help you manage your plan's investments and compliance with fiduciary requirements. Schedule your free consultation today!

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