Protea Wealth Management: Retirement Planning

Retirement planning is preparing for financial stability and freedom in retirement.

It involves setting retirement lifestyle goals and creating a workable plan to achieve those goals.

Most clients ask me, “Will I be okay in retirement?” My job is to answer that question honestly by attaching numbers to the client’s vision of retirement.

Everyone’s vision of retirement is different and is usually based on factors like current income/lifestyle, children, personal and family health, and marriage status.

The good news is no matter where you are in your journey, it’s never too late to start.