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:

5 Simple Ways to Pursue Financial Freedom

5 Simple Ways to Pursue Financial Freedom

It’s our tagline and, if nothing else, a nice turn of phrase. But how do we know if it’s true?   After decades of partnering with hardworking Americans, we’ve seen the impact, the tears, the relief, and the joy as people reach their goals and know they will be okay.  ...

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How to Know if You Can Retire Early

How to Know if You Can Retire Early

As we approach the new year, maybe the dream of an early retirement starts to take shape in your mind. Maybe you’re researching when you might first qualify for Social Security retirement benefits. (Hint: for Social Security income, the youngest age when you can apply...

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A Change to 401(k) Catch-up Contributions

A Change to 401(k) Catch-up Contributions

The SECURE 2.0 Act has sparked retirement confusion and concerns.  Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity. While some alterations aim to enhance the...

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