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:

7 Retirement Questions You May Forget to Ask

7 Retirement Questions You May Forget to Ask

When helping people get ready for retirement, financial advisors find the same issues come up over and over. Thinking ahead can spell the difference between a successful retirement with enough money and a stressful one with difficult decisions you don’t want to make. ...

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3 Reasons for a 401(k) Rollover to a New Employer or IRA

3 Reasons for a 401(k) Rollover to a New Employer or IRA

Making informed decisions about your 401(k) rollover to a new employer or IRA is crucial to your financial security.   In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings.   With a...

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