Retirement Planning
The life you want. The financial freedom you need.
Many of our clients wonder: “Can I retire, or can I stay retired with the same lifestyle I have today? If not, what do I need to change?” Recent studies have shown that 75%* of Americans fall short of bringing in the income they need to make their retirement dreams a reality. At Credent, our focus is on helping you retire with confidence.
Whatever your vision for retirement may be, our team will develop a comprehensive plan to help you achieve your goals and keep your investments aligned with your life vision so you remain confident in your decision-making and excited about your financial future.
Our expert advisors will help you:
Analyze how much income you will need in retirement to live how you want and keep up with inflation.
Ensure that your investments align with your ultimate goals.
Consider tax implications to make sure you’re not overpaying.
Find the right investments for you.
*Statistics from Retirement Survey & Insights Report 2022 by Goldman Sachs Asset Management.
Learn how to prepare for your ideal retirement:
3 Changes to Retirement Planning in 2025
One frequent question to ask about your finances is, “What’s changed, and how do those changes affect me?” Your financial advisor can help you through the specific updates that impact you, showing you how to pivot as a result of them. To get started, here are three...
How to Create a Retirement Income Plan
You save for years, but once you leave the workforce, how do you create a retirement income plan from your savings? The financial industry and media constantly talk about the need to save for retirement. Put money into your 401(k), contribute to your individual...
Maximizing Retirement Savings with a Health Savings Account (HSA)
As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings Account (HSA), often dubbed the "medical IRA." This unique account stands out in the financial landscape for...