Guiding the Financial Success of Pre-Retirees

Saving for Retirement, the concerns are:

  • How much to save?
  • Where to put It?

Both decisions are important and will affect the value of assets and the ability to create income at Retirement. There are many ways to save for retirement.

We Work Best With Pre-Retirees Who Have:

Does this sound like you?

Want to explore working together? Contact us to schedule a complimentary consultation.

Watch the video above to understand how a holistic approach to retirement can benefit you. 

Ways To Save For Retirement

  • Investments
  • Stocks
  • Bonds
  • Mutual Funds
  • ETF’s
  • Deferred Comp
  • Real Estate
  • Business Interests
  • Private Equity
  • Simple IRA’s
  • SEP’s
  • Cash Balance Plans
  • 401k’s
  • Profit Sharing Plans
  • Roth IRA’s
  • Etc.

The decision of where to put Retirement Savings can be overwhelming.

It is important to take action in Pre-Retirement to Properly Position Your Assets for Retirement.

To determine how much to save and where to put it, we plan with the end in mind. The reason why most Pre-Retirees give up current enjoyment of income and wealth is to be able to have an income stream in Retirement.

This is especially true for people who want to replace their current income in Retirement and continue to live the lifestyle that they are accustomed to.

Rocky Mountain Financial Services not only educates clients about wealth accumulation, but about how income streams function in retirement.

Why Choose Rocky Mountain Financial Services?

Our accomplished team brings together a rich blend of experience, expertise, and resources to adeptly address the financial hurdles encountered. Through providing impartial, objective guidance, we enable you to make astute financial choices, free from the influence of emotional biases.

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Ready to start feeling more confident about your finances and living your life to the fullest?

Let’s Turn Your Financial Dreams Into Reality.