Strategic Retirement Planning
For most people, retirement will be the first time you will not receive a paycheck from an employer or business. As you plan for retirement, it is important to know your sources of income.
The link below is a retirement income planning guide. Bridge Financial is dedicated to helping our clients know with a reasonable degree of certainty what their income will be in retirement. This starts with social security but this will probably not be sufficient to meet your desired standard-of-living.
This form is printable so please feel free to print it and complete it as guided on the form. Once you've completed it or if you have any questions, please contact us for an appointment so we can assist you with your retirement income planning.