Retirement Planning

Investopedia defines Retirement Planning as “the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows estimated to determine if the retirement income goal will be achieved.”

At Moneyline Wealth Management, we have Certified Financial Planners on board with extensive knowledge in designing, implementing, and monitoring your retirement plan during your working and retirement years. The process we follow is the one recommended by the Certified Financial Planners Board:  

  1. Establishing and defining the relationship with the client 
  2. Gathering client data
  3. Analyzing and evaluating the client's financial status  
  4. Developing and presenting the financial planning recommendations
  5. Implementing those financial planning recommendations
  6. Monitoring progress of the plan

This process will give you us confidence that we stay are on track in helping you pursue your financial goals. It is important to have a comprehensive financial plan in place to work towards your financial independence.

 If you choose us as your advisor or you choose another firm, make sure everyone's role is well defined. 

Call us for a complimentary consultation. We are here to help, so take the time now to make sure your family enjoys a prosperous future.