March 24, 2018

Retirement Planning

Retirement should be a time for you to relax. Steven F. St. Pierre can help you create a realistic retirement plan that helps you pursue your future financial independence. He will guide you through each step of the retirement planning process.

Project Future Needs:
When you retire, your life and your finances go through a period of change. Steve will help you understand these changes and will help make you more comfortable with them when the time comes.

Determine Future Income Sources:
The goal of a retirement plan is to ensure financial independence. He will work with you to determine where your retirement income will come from, and how to manage it.

Project Future Sources Of Capital:
Steve will help you determine what size nest egg may be necessary to supplement your retirement income to plan for your future needs.

Evaluate Strength Of Current Plan:
If you already have a retirement plan in place, he can evaluate its strength and provide professional recommendations that would help strengthen it.

Make Necessary Changes To Improve Success:
After a full retirement plan evaluation, he can help you make the most out of your opportunities.  Not everyone will need change, but for those that do, the change can benefit you in the end.

Monitor Progress Toward Goals:
Once a retirement goal is in place, Steve will provide you with the support and motivation to keep working toward it.

Change Plan As Necessary:
Your life is constantly changing. He will monitor your retirement plan and make the necessary changes to align with your goals, making your overall success a top priority.