Helping Those in Retirement Focus on the Horizon

Planning for retirement and beyond begins the day we start working together.

Retirement is the time to enjoy the fruits of your labor. If you are nearing retirement or are currently retired, you are likely questioning whether you’ll be able to meet income needs, expenses, and desires and maintain your lifestyle choices and priorities. Will your nest egg be sufficient to fund your retirement dreams and requirements such as healthcare, travel, charitable donations, and leaving a legacy? Fair Winds Financial will help you focus on the horizon and develop a plan to sustain you through your retirement and beyond. We can help you maximize your retirement funds, minimize your taxes, and diversify your investment options.

Consider the following ways we can help you plan for retirement:

● Retirement income planning
● 401K Rollovers
● Corporate retirement plans
● Tax strategies
● Estate planning
● Leaving a legacy
● Diversified investment strategies
● Various IRAs
● Charitable giving

We are happy to answer any of your retirement and retirement plan questions. Contact us today to schedule a visit.