Nowadays, people are living longer so retirees are spending 30 years or more in retirement.

• Determine your current situation.

• Obtain the current value of regular accounts, pension plans, IRAs, and company tax-deferred savings plans

• Plan ahead if you want to elevate, or at least maintain your standard of living going forward.

• Invest in tax-deferred savings plans and tax-efficient sources to achieve your desired outcome for retirement.

• Estimate your future Social Security benefits.

Shea WealthCare will work closely with you to review all pertinent information and goals, resulting in a personal roadmap that will get you where you plan to be (not just where you hope to be).

 You need to plan today for your worry-free retirement tomorrow. To arrange a Courtesy Interview, contact us, call, or email Jack@SheaWealthCare.com.