There are two parts to your long-term planning process and each element is vital to a successful retirement. Dominion Financial is here to help you with both. The first stage is Asset Accumulation.
Our retirement planning professionals can help you determine how much you will need to live on in the future, how much you should have saved when you retire, the best savings vehicles, (401(k)’s, IRA’s, Roth IRA’s, etc.), the appropriate allocation of assets (stocks, bonds, mutual funds etc.) for each of those accounts, and how to strategically maximize all of the options available to you.
The no. 1 factor to ensure a successful retirement is just to get started! Contact us today to start the process. Part of our goal is to help you retire on your terms, when you want, with the lifestyle you want.
The second stage is Retirement Income Planning. After a lifetime of saving for retirement and building your nest egg, the next step is to create a plan to manage those assets to ensure you don’t outlive them. Determining which assets to use when, can be the difference between living the life you desire in retirement or running out of money to soon. Dominion Financial Services will help you create plan to live the live you dreamed of.
Others factors that need to be considered in our complicated economic and social climate:
Call us today, whether you have started saving for retirement or not we can help ensure your life the retirement you want. If you are nearing retirement or have recently retired, we can help you make the best use of the assets you have.