Retirement Planning

You want to live out your golden years doing the things that you enjoy and spending time with the people you love. We understand, and we also know that no two people retire in exactly the same way. Whether you aim to exit the workforce early or you’re willing to work longer in exchange for greater security, IntentGen Financial Partners can help you develop a retirement plan where your goals and desires are central concerns.

Depending on your needs, our retirement planning services may include:

• Determining how much you need to save in order to retire comfortably
• Assessing your current and future income streams to ensure the smoothest possible transition
• Making sense of the Social Security benefits available to you
• Helping you assess and address the changing costs of housing, healthcare, and other necessities
• Exploring various retirement plans to find the best match for your own unique needs
• Selecting investments with an eye toward your future
  

We offer a wide range of resources and articles that can help you start planning for your future today—but ultimately, there’s no substitute for in-depth conversation and personalized advice. When you’re ready to take the next steps, just let us know.