Prepare for your future
Start Preparing Today
Are you on the right track for your retirement? Predicting the future may be challenging, but planning is within your control. At Meyer Financial Services, we specialize in helping clients realize their retirement aspirations by enhancing preparedness and mitigating potential risks. Over the years, we have listened to our clients’ goals, studied their situations, and then helped hundreds retire and stay retired. One thing we know for certain, retirement planning is not something to put off. The reason? If you need to save more or adjust your investments, it’s better to do it sooner rather than later so your assets have time to grow.
Defining Your Retirement Vision
To tailor a retirement plan that suits you, we delve into your desires and aspirations. What does your ideal retirement look like? Do you envision part-time work, engagement in charitable activities, or quality time with friends and family? Downsizing or upsizing your home? Maybe world travel or family trips with the grandkids? We help guide you through your wants and needs and help align those with your projected assets.
Estimating Future Expenses
Once we understand your retirement goals, we estimate your potential expenses during retirement. While it's impossible to predict expenditures with absolute certainty, we use informed estimates, factoring in inflation, taxes, health care costs, and potential long-term care needs. Addressing these aspects is crucial in developing a realistic and comprehensive retirement plan.
Projecting Your Financial Horizon
Estimating your retirement expenses is only part of the equation. We analyze your retirement assets to project your income during retirement. Potential income sources include Social Security, qualified retirement plan distributions, investment income, pensions, annuity benefits, inheritance funds, rental income, and more. By projecting future income based on various growth rates, we evaluate how it aligns with your projected expenses.
Strategic Steps for Financial Well-Being
After assessing your current retirement planning progress, we provide recommendations to enhance your outcomes. Strategies may include increasing contributions to retirement plans, adjusting investment allocations for growth or risk reduction, implementing tax-efficient income strategies, exploring annuities for risk mitigation, employing budgeting techniques to reduce spending, and addressing health care and long-term care considerations.
Ready to get serious about retirement planning? Let's have the conversation and get started on your plan. Contact Meyer Financial Services today and let us help you turn a lifetime of work, saving and investing into the retirement you desire. Together, we can create a personalized plan that answers your questions, maps out your income streams, and employees time-tested strategies to reach your retirement goals.
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Contact us to schedule a complimentary, no-obligation consultation.
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Gainey Ranch Financial Center
7373 E. Doubletree Ranch Rd.
Suite 200
Scottsdale, AZ 85258
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Advisory services offered through CreativeOne Wealth, LLC. Meyer Financial Services and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.