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Planning for Retirement
Retirement planning is the most important conversation you’re not having today. Most retirement plans require difficult conversations as we address lifetime income needs, health care needs, Social Security planning, and the spending of your life’s savings.
At Integrity Advisory, our team of professionals will build a custom plan just for you, link it to your personal financial website - a secure location that lets you know where everything is and what everything is worth. With all of these resources, you can rest easy knowing your retirement plan is continuously updated, and you need not worry about being unprepared.
All of our clients receive free access to this personal financial website, and your annual meetings are designed around your retirement plan. You can approach retirement confidently if you have the right plan and the right guide to get you there.
First, we give you a risk tolerance questionnaire intended to measure your risk tolerance on a short-term basis. Next, we add your expenses, income, and investments to your retirement plan so we can measure the risk needed to fulfill your goals. As we merge the short-term and long-term views, you will be provided with a cash flow analysis that will detail where you are and where you should be every step of the way.