Retirement Planning

Retirement should be a time for fun, family and relaxing. Financial worries should not take any of the joy out of this special time of life. People who are considering their retirement will often ask themselves some difficult questions:

  • Will my employee pension and other benefits be reduced or eliminated?
  • While current employer-provided benefits may look good now, will they offer security for the future?
  • Will I outlive my retirement fund?
  • How much will taxes and inflation erode my investment income?
  • How will I pay for healthcare?

These questions are particularly troublesome, especially when the Social Security Administration's own pamphlet is stating that "Social security is not designed to meet all your financial needs in your retirement years."
Since neither social security nor employer provided benefits can guarantee you a secure, comfortable retirement, your personal savings will most likely become the foundation for your retirement plan. This may seem daunting, but the professionals at Progressive will help you develop an investment strategy which will include:

  1. Determining the income level that will make you comfortable during your retirement.
  2. Developing an investment plan which insures that your assets are structured to provide security during your retirement, while keeping up with inflation.
  3. Taking advantage of all available tax benefits.

But the key to a sound retirement plan is to start now.

One of our Advisors would be happy to help you get started on your journey

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Progressive Financial Planning Services, Inc. is a New York Registered Investment Advisory firm. A full New York ADV is available upon request. We do not render or offer to render personalized investment advice or financial planning advice through this website. This website is limited to providing you with general information on our services and provides a way for you to contact us.

The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.

Michael Godfrey and William Bulmer, respectively, are Registered Representatives offering securities through Cadaret Grant & Co. Inc., Member FINRA/SIPC..