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Retirement Planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal will be achieved.
At SRCM, we don’t develop a plan for you, sell you securities, and move on to the next client. Our plans are detailed and comprehensive. Our plans examine what risks you have, and how to cover those risks. But we know that no plan is better than its assumptions. Our assumptions are that your life, goals, and requirements change – and that the market changes.
Thus, at SRCM, we recommend that your plan be up-dated periodically, as appropriate. And up-dated in partnership with you: We unite knowledge of the economic and financial markets and marketplace with your knowledge of your changing goals, circumstances, and expectations so that your plan is always current – and always real-world.
SRCM can customize portfolios for you, choose and manage your investments in-house, or act as an independent fee-only advisor without investing for you.
You need a plan to handle the key risks to a financially secure retirement:
Steps to a workable retirement plan:
Envision the lifestyle you want
Let us help you.
For more information on our comprehensive retirement / financial plans: