Retirement Services
You’re entering retirement, and many important variables need to be considered to ensure a successful transition. Information must be gathered, financial issues resolved, and plans made for your future. You’ll need professional and caring support as you enter what you hope will be a happy and fulfilling period of your life.
Nicholas Ventimiglio has assisted many clients transition from career to retirement. We believe that balance is the key to a successful retirement plan. Our firm will work closely with you to evaluate your assets, make income projections, and craft a retirement strategy that will provide both opportunity and peace of mind. Together, we can anticipate challenges including market volatility, changes in tax law, and family responsibilities. We will strive to build a plan that provides for both stability and the flexibility to grow and change with you through retirement.
For our valued clients we strive to:
Build the foundation
• Evaluate your current capital resources
• Forecast your anticipated fixed and discretionary expenses
• Analyze tax and estate issues
• Assess the necessary level of recurring income
• Determine the appropriate discretionary income pool that may include IRA, 401k, and portfolio income
• Build a financial plan for the future
• Align your capital resources with your retirement goals
• Provide responsible stewardship of your assets
• Monitor performance plan to provide confidence as you move forward
What are your goals? In your retirement you may wish to provide for your grandchildren’s education, or travel, or become a volunteer. We will work with you to blend your hopes and desires with the benefits of careful financial planning.
Together, we can plan the retirement that’s right for you. Contact our firm today for your complimentary initial consultation. We look forward to hearing from you.