Pre-Retirees

Your Concerns

  • Do I Have Enough?
  • Cost of Healthcare
  • Stock Market Crash
  • Viability of Social Security
  • Having a Mortgage

Financial Planning for Pre-Retirees

Retirement is one of the biggest decisions you’ll face in life and it’s important that you plan for it. 

Like many Americans, 

you’re likely asking yourself a lot of questions about your retirement savings:

  • Will you have enough money to live a comfortable lifestyle for the rest of your life?
  • Is the health care you need affordable now and into the future?
  • Are you ready—financially and emotionally—to quit your job?
  • What will a stock market crash do to your retirement plans?
  • Will Social Security be there for you?
  • Will a mortgage in retirement hurt you?

Retirement planning doesn’t have to be complicated. Yet most folks find it overwhelming to get started. Even if you already have a plan, you may wonder if you’re on the right track to live the lifestyle you’ve been dreaming about.

A comprehensive retirement plan helps eliminate your worry. Some advanced planning now helps ensure a comfortable retirement lifestyle while giving you time to course correct if life throws you a curveball.

Start Planning for Your Financial Future Today

You may think retirement planning is just about your investments. In fact, if you want to enjoy your retirement, you need to consider much more, such as where you’re going to live, how much health care is likely to cost, whether you’ll continue working, and every other financial concern that’s keeping you up at night.

B.E.S.T. can help with a complimentary personal finance consultation. This initial meeting is completely free and there is

no pressure or obligation for you to sign forms or transfer investments.

You’ll have an opportunity to share your concerns about your financial goals and ask us questions about our fees, our process, and the services we provide. If you’re already working with a financial planner, we can also review your financial situation and provide a second opinion.

are you on the
right track?

Contact us to learn
more about:
  • Planning for Retirement
  • Putting a Plan in Action
  • Identifying Red Flags
  • Addressing Your Concerns
  • Achieving Your Goals