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Your recommended savings for a 65 year old with an annual income of $100,000. Will you have enough?
Figures provided are hypothetical illustrations and are assumptions only. These do not take into consideration your specific situation or strategy. Your personal results will vary based on your unique inputs like age of retirement, life expectancy, market conditions, desired lifestyle, and other factors. 1 Source: Investor's Business Daily, 2018
- Ricardo J. Ferreira, CMFC®
Historically, large investment firms, insurance companies, and multi-national banks have primarily worked on a commission based, sales centered system where the client/advisor relationship can be muddled with conflicts of interest fueled by corporate incentives to boost the sales of proprietary products. Our mission is to focus solely on the situation of each individual client, provide straightforward independent advice, and offer our clients the flexibility to utilize all of the products and services available on the market.
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Investments play a key role in planning for your financial future. We work with you to develop a list of attainable short-term and long-term goals. From there, we strategically build, and actively manage an investment portfolio that will strive to get you there.
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