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RETIREMENT PLANNING

The biggest questions in retirement are: “When can I retire?”  “How much money will I need to retire?”  “Will the money I have be enough to last throughout my retirement?” 
It’s never too early to begin dreaming about and planning for your future and especially your financial future.  At Champlain Wealth Management we will make sure your hard work pays off in all phases of your life by:

  • Gathering all pertinent data to determine your needs and wants.  How much money you will need to retire is in large part based on life planning. Examples are: where do you plan to retire, will you travel, will you regularly visit distant family, will you consult, etc.?  
  • Charting your assets to your destination.  Many factors go into this: when will your home be paid off?  Do you plan to move after you retire? What expenses are a definite in your retirement years?  Do you want to travel?  The answers to these questions dictate how your assets are to be allocated.
  • Planning for storms.  Unexpected life events are almost a given.  Our dynamic financial planning process takes into account these changing situations.
  • Analyzing income sources.  How and when you use your money for retirement can significantly impact your overall assets and returns. Together we will work to optimize distribution methods which will take into account enhancing your tax efficiency and give you the best return on your retirement assets.

Ultimately we want you to come out feeling and saying, “I will be fine in retirement.”

 
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 Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC (FINRA/SIPC). Advisory Services offered through American Portfolios Advisors, Inc. a SEC registered Investment Advisor. American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc. are not affiliated with any other named business entities mentioned.

This communication is strictly intended for individuals residing in the state(s) of AZ, CO, CT, FL, MA, ME, NC, NH, NJ, NM, NY, OR, PA, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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