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Retirement & Legacy Financial Planning

Retirement Planning

Retirement can be very exciting, but getting there can be intimidating. There are many ways to save for retirement and invest in your future, but despite what many may think, it's never too late to begin! We’ll help you design a plan for your immediate goals and your legacy. Our experienced team will guide you every step of the way.

Where do you begin? Begin by asking questions like these:

  • What does retirement look like … downsize, second home, or world travel?
  • How much income do I need to maintain my current lifestyle?
  • What is the smartest age to collect Social Security?
  • How do I protect my nest egg from taxes or the expense of a chronic illness?

Patriot Asset Advisors professionals take a holistic approach to planning. We believe it is important to look at the whole picture. We are well versed in wealth management and believe it is equally important to protect your nest egg from the rising cost of health care and being overly taxed. Ask us how.


Preparing for Retirement

You've heard it before: It's never too early to start planning for retirement. But what's the best approach? If you're just getting started in your career, you may not be familiar with all the retirement plan options, and you could be unfamiliar with investments in general. Even if you've been contributing to a plan for a while, you may wonder if you're doing enough to prepare for your retirement goals. Should you be looking beyond your company's 401k match? Not only are we prepared to answer all your hard-hitting questions, we're ready to set you on the right path toward your retirement dreams. It's our duty to get to know you and your goals and ensure that you dive into a retirement savings plan with full confidence.

Living in Retirement

There's no achievement quite like reaching retirement, and it's certainly a time to celebrate life! Before you dive into a new lifestyle, it's important to understand all financial implications and have a plan in place for account withdrawals, taxes, healthcare and other necessities. You probably want to avoid surprises that could undermine all your hard work saving up for this milestone. We'll be your guide in this transition, anticipating potential hurdles and creating a financial plan for a stress-free life after retirement.

Wherever you may be in the process, contact us today for your financial retirement needs.





Contact Us Today for Your Retirement Needs


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