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Retirement Planning

When you spend much of your life working hard to provide for yourself and your family, you need a smart plan to help you prepare for when you finally get to relax and enjoy the world around you. This plan will involve your finances, of course, but what about your faith and health?

Here at Third Act, we want to give you the tools, direction, and confidence needed to live a financially-independent life free from the stressors and burdens of money while in good health and living out your faith. Let us show you how to prepare for retirement starting today, what it will take for you to retire comfortably, and how you can meet your retirement goals with the right choices.

Planning for the Future Starts Today

Preserving wealth is challenging even for the most financially conscious of us, especially in today’s fluctuating economy. For most of us, work seems like something that will never end because we don’t know how to set the finish line.

That’s because we all have the same four questions that need answering:

  • Will I have enough to retire?
  • When can I retire?
  • When should I start social security?
  • How will my investments perform in a market crash or downturn?

The reason these questions are difficult is because general answers don’t suit every single lifestyle. You need a financial management team that can give you the direct answers that actually fit your day-to-day life and your long-term goals—answers Third Act is ready to provide.

Setting Priorities Important to You 

You’ll no doubt have concerns that you’ll want addressed that seem obvious, such as how Social Security can affect your income, what it will take to pay off outstanding debts, how medical care can affect expenses, am I really on a wise diet for more energy and less inflammation, do I have a close relationship with God, and how to ultimately stay on track.

We’re going to get you through these worries with smart solutions tailored to you, but we also want to focus on the things that truly matter to your life.

Things like:

  • Leaving a legacy behind you can be proud of.
  • Caring for your family members, children, and grandchildren.
  • Managing your daily food, clothing, and housing needs.
  • Enjoying travel, entertainment, and recreation.
  • Getting support and care that suits your spiritual and medical needs.
  • And so much more!

Here at Third Act, we want to help you plan for retirement by answering the questions that keep you up at night. Let us work with you starting today and together we can develop a plan that fills the future with exciting opportunities.