Retirement Analysis

 

HOW ARE YOUR RETIREMENT PLANS GOING?

  • Do you already have a retirement plan?
  • Are you holding off on creating a retirement plan because you’re unsure what you need to do?
  • Do you know how much you need to save and where to invest it to retire comfortably?

QUESTIONS YOU MAY BE ASKING YOURSELF ABOUT RETIREMENT

  • Are you worried about saving for your retirement?
  • Do you understand the pre-retirement options you have for pension retirement benefits, medical, and when to start social security?
  • Are you confused as to the best methods to take retirement distributions and withdrawals?

SO MANY WORRIES, SO LITTLE PLANNING

Luckily for you, Westco Financial Group is here to with all your retirement needs.

This quarter, we are focusing on all thing’s retirement planning, so there is no better time than now to do an analysis of your own retirement goals.

THE DETAILS

Call Lori Barrett or Casey Cronin to schedule your complimentary retirement analysis today! 

Our regular fee of $600 will be waived if you sign up by October 31, 2019. This evaluation is complimentary for our existing clients.

Please call us at (516) 593-5070 or click on the contact us link.

 

For more retirement information, please see our weekly articles.

October- Accumulation phase: