Even the most prudent and disciplined investor might be surprised to learn just how much retirement can cost. From anticipating lifestyle needs to planning for unexpected circumstances, illness, loss of a spouse or other events, retirement planning can feel like a complex matter.
At Pathways, our mission is to work with each client to take the fear and confusion out of long-term retirement planning. We get to know each client individually, and learn to understand their goals, values and concerns.
Together, we carefully consider possible scenarios, anticipate changes, and prepare a retirement plan that delivers income, limits risk and minimizes tax consequences.