One of our key strengths at Remy Investments is our comprehensive retirement planning services, backed by expert tools and personalized guidance.
No matter your circumstances, we offer more than just market investment advice. We focus on helping you live life on your financial terms, whether you’re building your family, advancing your career, preparing for retirement, or planning for your children’s future.
The aspects we consider when consulting with our clients on retirement include:
- Financial Planning: Where are your priorities, what are you saving for now, and could you be saving more for retirement?
- Cost of Retirement: Where will you retire, and how much will it cost? Will your expenses increase or decrease as your lifestyle evolves?
- Timing of Retirement: When will you retire? Can you retire early, or do you need to work a few more years?
- Income and Distributions: Where will you draw money from, and when should you tap into your savings accounts?
Getting to Retirement:
Retirement planning is complex because getting to retirement isn’t easy. It takes discipline to save every year for something that could be years or even decades away. Deciding whether to pay down the house, save for college, pay off credit cards, save for retirement, or take that vacation you skipped last year can be challenging, but we’re here to help.
Our advisors will guide you through:
- Balancing Risk with Age
- Prioritizing retirement without sacrificing the present
- Timing your retirement
- Putting money aside for college, your home, helping aging parents, and more