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Retirement Planning

Retirement Planning

After a long, hard-working routine, you want to ensure you’re able to maintain your desired lifestyle by planning for the future. Working with a financial planner and creating a retirement plan is the best way to analyze your finances and determine the best way to reach your retirement goals.

Financial Planning for Retirement

So where do you begin for retirement planning? For those who don’t want to depend on Social Security or work forever, here are some steps for building your retirement plan:

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Find a financial planner who will work with you throughout the entire planning process.
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Determine the age you would like to retire.
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Establish your top financial goals.
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Given these goals, estimate the amount you need to retire comfortably.
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Determine the appropriate course of action, including types of retirement plans and investment allocations.
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Review these items with your advisor regularly and update them as needed when changes in your lifestyle or financial situation arise.

Financial Advisors

 

William F. Hoover

President

 Contact Bill
 

Jared Hoffman
CFP®, CLU®

Financial Planner

 Contact Jared
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Contact Broadleaf Partners

Contact Broadleaf Partners

Learn more about Broadleaf’s comprehensive financial planning solutions and get support to help you achieve your financial goals. 

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