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:

Should You Save for Retirement or College?

Should You Save for Retirement or College?

As the summer wanes and children across the country return to school, parents and grandparents encounter the looming costs of education. From kindergarten to college, the expenses associated with a child’s education are substantial.   In contrast, another critical...

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How to Create a Stress-Free Retirement

How to Create a Stress-Free Retirement

Retirement is a time for pursuing your passions, reaping the fruits of your labor, and making the most of life. However, there are many financial pressures facing retirees and pre-retirees. What are these pressures, and what tools are available to help create a...

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Is a Roth 401(k) an Option for You?

Is a Roth 401(k) an Option for You?

Approx. Reading Time: 3 min. Since it became available in 2006, many employers have added a Roth 401(k) option to their benefits packages for retirement savings.   Though not required, a Roth contribution is available for most employer retirement plans in addition to...

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