Preparing for Retirement
Secure your financial future by setting realistic retirement goals, creating a savings plan, and investing wisely for long-term growth.
Making the Transition
Our services include support and guidance for a smooth transition from full-time employment to retirement, ensuring your financial security and peace of mind.
Social Security and Pensions
JFA can provide guidance on managing Social Security and pensions, including maximizing benefits, understanding eligibility requirements, and developing a retirement income strategy.
Retirement is a time to explore new opportunities.
Retirement shouldn't be seen as the end of the road, but rather an opportunity to explore new possibilities. It's a time to try new things, learn new skills, and pursue your passions with the financial security and independence you've worked hard to achieve.
Being pRepared for Retirement
Having a plan and committing to it
It's not enough to simply have a plan; committing to it is what will make it a reality. Regularly reviewing and adjusting your plan as needed is also important to ensure you stay on track. Committing to your plan means regularly contributing to retirement accounts, adjusting your investments as needed, and avoiding withdrawals until retirement.
Guiding you along the way
We are here to provide expert guidance and support as you navigate the complexities of retirement planning. From building your retirement nest egg to managing your income in retirement, we're here to help you achieve your financial goals and secure your future.
Request an appointment
Fill out the information requested and click the button below to schedule an appointment. After you have requested your appointment