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Retirement Planning

Retirement planning is the process of determining goals centered around when you want to retire, how much income you will need in retirement and what steps you need to take now in order to successfully attain these goals. At Rushton Wealth Management we develop a customized plan for our clients as the question “what does retirement look like” is different for everyone. Many people retiring today can plan to spend over 30 years in retirement. We help our clients answer some key question:

How do you envision your lifestyle in retirement?

How much income will you require in your retirement years?

What affect will inflation have on retirement?

What is the best way to invest your retirement savings?

When should you begin to draw social security?

How would a significant health crisis potentially alter your plans?

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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