Retirement planning is among the most important issues for many clients.
It is perfectly understandable why retirement planning is among the most important issues for many of our clients. What will I do when I retire? Will there be enough money to do what I want to do? What if I live to be 100? What if I have medical needs which change my financial situation?
At Argent, we know the complex questions and concerns which come with retirement planning can leave you feeling out of control. To foster a sense of confidence, we help you create or refine an effective retirement strategy. We start by analyzing your cash-flow requirements, retirement plans, any stock options or deferred compensation plans and their tax implications. We also explain your options and the multifaceted issues you need to address.
We utilize state of the art software to develop a comprehensive retirement plan. This is your financial road map and clients take comfort in knowing they have a detailed plan on paper to achieve their retirement goals. Over time, we will update you on where you stand in relation to achieving your financial objectives. And as life changes or events intervene, we’ll make any necessary changes to your financial plan.