Pre-Retirement Planning

Goal

Retire comfortably with sufficient assets in the next x years

Common Questions and Concerns

  • How should I allocate my current assets?
  • How much should I contribute to retirement plans?
  • Should I invest in pre-tax or after-tax accounts?

PlanStrong Solution

  • Evaluate current portfolio using proprietary, comprehensive approach
  • Determine target post retirement annual income goal
  • Define legacy asset goal
  • Determine investment risk tolerance
  • Create and implement detailed investment plan designed to provide an appropriate combination of growth and income taking into account client specific circumstances.  The solution includes contribution amounts to retirement plans, asset allocation and specific investment choices, taking into account income tax implications*
  • Demonstrate historical risk and return characteristics of existing and recommended portfolios

*Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.