I was asked the other day whether we worked with clients as they enter into their retirement years. We do! As a matter of fact, these clients are an important part of what we do. After all, we are here to not only help you build the resources needed for your future, but also to guide you in using those resources to support your lifestyle in retirement.
Our work together often begins with defining your retirement goals and developing strategies to help you accumulate the necessary funds. This includes planning, investment allocation, and ongoing monitoring of your portfolio and your situation. We recognize that your retirement years can be a substantial period, requiring careful preparation.
As you enter retirement, our focus shifts to helping you use your accumulated assets to fund your desired lifestyle through this significant phase. We work with you to create a sustainable plan for maintaining and accessing your retirement funds.
Our guidance includes:
- Managing investment portfolios to support your long-term needs throughout your retirement.
- Developing personalized withdrawal strategies to access your funds over potentially many years.
- Optimizing funding streams from your resources.
- Addressing potential financial challenges that may occur along the way.
Our commitment is to provide you with clear guidance as you navigate both the accumulation and the distribution of your assets. We are here to answer your questions, create plans, and help you make informed decisions for your financial well-being in retirement.
One reason we try to meet regularly with you is so we can discuss important topics like this together. But if you have more questions or your situation has changed, you should give us a call at (402) 991-3388. We want to help you navigate these important years.
Disclaimer: Please remember that investment advice and retirement strategies involve risk, and there is no guarantee that your financial goals will be achieved. The information provided in this article is for general guidance only and does not constitute personalized financial advice. It is essential to consult with your financial advisor and a qualified tax consultant to discuss your specific circumstances.
Eric Ball, CFA
Managing Director & Chief Investment Officer
America First Investment Advisors, LLC
Omaha, Nebraska
This post expresses the views of the author as of the date of publication. America First Investment Advisors has no obligation to update the information in it. Be aware that past performance is no indication of future performance, and that wherever there is the potential for profit there is also the possibility of loss.
