Planning for Your Retirement | M. Griffith Investment Services, Inc.

Planning for Your Retirement

The sooner you begin to plan for your retirement, the better off you’ll be. The best way to start is by writing down your goals. Then stop in for a more comprehensive analysis with one of our financial consultants. We’ll find out what you expect in retirement, and work to exceed your expectations. We’ll also help you consider some areas you may not have thought about yet, like planning for long-term care, maximizing Social Security Benefits, managing other retirement cash flows, updating your estate plan, traditional vs. Roth IRA, and dealing with employer-sponsored retirement plans.

There are many different stages of retirement planning:

  • Getting Started
  • Accumulation (Savings) Phase
  • Adjusting to Life Changes
    • Marriage
    • Family
    • Job Change
  • Approaching Retirement
  • Retirement

Why M. Griffith?