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Retirees and Pre Retirees

Retirement Planning that Fits Your Vision

Your vision for retirement is unique—shouldn’t your retirement plan be too? However you envision your retirement, Serenity Financial Planning can help you to develop a customized retirement plan that will help get you there. We take the time to understand your current financial circumstances and your long-term goals, so we can provide you with a clear understanding of what it may take to make your dreams for retirement a reality.

Look Forward to Your Retirement with Confidence

It’s natural for those nearing retirement to feel some uncertainty about this major milestone. Transitioning from a lifetime of earning to years of relying on your existing assets can be unsettling. But Serenity Financial Planning can help you to pursue financial independence in retirement. Our customized, comprehensive financial plans address those common concerns pre-retirees have, like: 

  • Do I have enough money to retire?
  • Can I afford the rising cost of living?
  • How will my retirement income be taxed?
  • Will I be able to afford unexpected medical bills?
  • How can I ensure I have a steady monthly income?
  • What happens if my spouse or I require long-term care?
  • Will I outlive my money?

While these concerns are normal, they shouldn’t stop you from retiring or from enjoying your retirement years. Contact Serenity Financial Planning today, and we’ll help you develop a comprehensive retirement plan.

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