What We Can Do For You
Here’s what we do for you as part of our Retirement Planning service:
Your personalized retirement planning strategy:
Understanding your goals:
Analyzing where you are at:
Developing the plan:
Implementing the plan:
Supporting you make decisions on pensions and benefits:
Looking out for you in retirement and beyond:
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully strategize our every career move, so that we progress to the top of the ladder in our respective fields.
Sadly though, while we focus most of our efforts on all these plans, we often forget to plan for “life after work”!
Why Retirement Planning is Important
Everything we do – from choosing a career to managing career progressions at our employers – is presumably so we and our families and dependents can have a better life. But if we fail to plan for “Life after work”, all of the plans and effort we put into our working lives, could be jeopardized.
What will retirement look like? Are we spending too much? What if we’re not saving enough? How frequently should we be saving? Could we run out of money in retirement? Are we investing in the right places? How much will we need in retirement? Will Government and Employer pension plans cover us through retirement?
If we don’t plan for retirement, we’ll never be able to prepare for it. And an ill-prepared retirement is bound to be one filled with financial stress and chaos!
Chipley Location Address
Southern Financial Group
934 Main Street
Chipley, FL 32428
Chipley Location Phone
Phone: (850) 638-0388
Fax: (850) 638-0205
Dothan Location Address
Southern Financial Group
256 Honeysuckle Road, Suite 9
Dothan, AL 36305
Dothan Location Phone
Phone: (334) 699-4051
Fax: (334) 699-1579
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Southern Financial Group and JWC/JWCA are not affiliated entities.
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