Retirement Planning

Retirement does not mean the same thing to everyone. Whether you plan to slow down or travel the world, it is essential to prepare and feel confident that your lifestyle will be secure during your golden years. This requires professional support and a focused, ongoing process to prepare for retirement.

Throughout the course of your relationship with Klazmer Financial Group, we will provide direction on a series of complex decisions – how much can you afford to spend in retirement? When should you take Social Security? How do you address the risk of long-term medical expenses?

To achieve our clients’ unique goals, we will help you properly position your assets within a systematic framework, employing the appropriate allocation of financial instruments – such as mutual funds, 401(k)s, IRAs and annuities – designed to maximize your likelihood of a successful and comfortable retirement.