Prepare for Retirement with a Financial Planner

1. Save

Saving for retirement can be done in many different ways. While setting aside a portion of each paycheck is a good start, it will not likely reach the needed amount for a comfortable living after your career. In addition to saving a part of your regular income, we can educate you on other retirement savings account options:

401 (k)
Traditional IRA
Roth IRA
HSA Healthcare savings

2. Invest

Once you begin to build your savings, you should consider your options for investing. With the help of our advisors, you can forecast your expenses and assess your risks to help you determine which investments would be wisest for you. Ask our advisors if the following investment options would be beneficial to your retirement portfolio:

Stocks
Bonds
Mutual Funds
ETFs
Fixed Indexed Annuities

Investing involves risk, including possible loss of principal.

3. Distribute

When the time comes to dip into your retirement funds, the advisors at Hancock Partners can help you strategize a propitious distribution of funds. Doing so will ensure your savings will last through the duration of your retirement period and will consider your goals, including beneficiary planning.

Schedule an appointment online, or contact us today at (760) 314-3700 to begin a plan for your future.