At retirement, your entire financial future comes down to this simple question. Many of us don't know what the answer is and even more don't realise it's the key question! With people living longer, their hard-earned retirement savings need to go much further than ever before. And with living costs steadily climbing almost every year, everything they need to buy will cost more.
The fact is, if you haven't got a plan to increase your income in retirement by as much as your rising living costs - without being aware of it, you may have a plan to run out of money. By the time you realise it, there may be little or nothing you can do about it. How do we become more financially secure as we get older, instead of just getting by like so many?.
The fact is, if you haven't got a plan to increase your income in retirement by as much as your rising living costs - without being aware of it, you may have a plan to run out of money. By the time you realise it, there may be little or nothing you can do about it. How do we become more financially secure as we get older, instead of just getting by like so many?.
Services
We'll help you determine what you're trying to achieve financially, how much time you've available in which to achieve it and the resources you'll be able to commit, both now and in the future. Together, we'll develop a plan for reaching your goals. The plan outlines the steps you need to take and the order in which to complete them.
Following an initial chat we'll meet in our Newry office to discuss your most pressing concerns, financial priorities and plans for the future. We'll also discuss your values and beliefs around life and money. We'll explain how we're paid, what you'll receive for your payment and the value we'll add through a long-term planning relationship.
Most people in our business insist on making financial planning more complex than it needs to be. I believe in keeping things as simple as possible. In my experience, you're much more likely to stick to your plan and achieve the long-term rewards you're looking for. Since 1999 I've worked with many clients to help them achieve their personal and financial goals.
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