Determine Your Goals & Understand Your Options
No matter where you are in your life, retirement planning involves a thorough consideration of your financial situation, potential timelines, saving options available to you, and your financial goals. We can help you understand where you’re at, where you’d like to be, and how you might get there.
If you’re feeling overwhelmed, that’s okay. We’re here to offer guidance. From annuities to IRAs and 401(k)s, we can help you make an informed decision to select an appropriate saving instrument. We can also help you consider whether you should choose your employer’s 401(k) or 403(b) plan—or create an individual 401(k). No matter what your unique circumstance is, we can help you determine the to work toward your goals.
Are You Planning for Retirement?
If you’re still many years away from retirement, you have ample time to build a solid financial foundation. Small actions today can have big consequences for the future. We can help you build a plan that accounts for all your current needs and your retirement goals.
Are You Ready to Retire?
If retirement is just around the corner in the next five to ten years, having a solid financial strategy is critical. We can help you understand your current position with respect to your Social Security and pension as well as your savings and investments, so you can know what to expect with your financial situation going forward. Our retirement advisors can work with you in this crucial time to help you feel confident about taking the next step.
Are You Currently Retired?
If you’re already retired, you know that life doesn’t stop coming just because you’ve stopped working. If you want to understand your current situation or prepare for an unexpected expense, we can help you maneuver effectively.
Are you tired of worrying and ready to start saving for your retirement? At The Templeton Group at Cornerstone Financial Management, we can help you build your retirement plan so you can feel prepared to enjoy your golden years. Contact us today to set up an appointment with one of our experienced retirement planning advisors.