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:
Retirement Planning Does Not Stop in Retirement
Five easy pointers to help you plan during all of your retirement years. If you’re retired, the good news is that you’ll probably live longer and perhaps better than your parents and grandparents did. The bad news: You’ll live a longer and perhaps more expensive life...
Financial Planning for a Meaningful Life – 5 Planning Tips
“Wealth, by contrast, is funded contentment. It is the ability to underwrite a meaningful life – however one chooses to define that.” 1 - Brian Portnoy Should you work with a financial advisor who vows that their only mission is to make you as much money as possible?...
Retirement Starter Pack: Questions to Ask Now for the Retirement You Want Later
Someday (if you haven’t already) you will hand in your badge, hang up your hat, close your accounts, and say your goodbyes. Retirement is exciting and bittersweet, but if done right, it also requires strategic planning. We’ve compiled a handful of our best questions...