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Retirement Planning

After spending years in the workforce, you should get to enjoy your retirement. It’s critical to plan for your golden years now, even if it still feels like a distant future. A solid pension or retirement account is a good foundation, but you can do more to plan for the kind of retirement you envision. Phillips Financial is here to help you with your retirement planning.

<h2>Defining Your Goals</h2>

Defining Your Goals

Often people dream of how they want to spend the years they have after leaving their career lives, but they don’t consider the specifics. Defining your goals is a critical first step in building a solid plan. Think about how you want to spend your time, where you want to live, and what kind of income you need to make it happen. It’s also important to consider what you want to leave behind when you pass.

Creating Your Retirement Plan

Retirement planning is a continuous process. A 20-year-old’s plan looks different than a 50-year- old’s plan. However, no matter what stage of life you’re in, the first step is to assess your current financial health. Phillips Financial helps you pull together all aspects of your finances and then analyzes your income streams and financial obligations. Your financial professional then creates a plan that moves you toward your goals within the timeframe you have.

At Phillips Financial, we have the experience to build a retirement plan that meets your needs and considers your unique circumstances. Contact us today to set up an appointment with a financial professional.

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