Selecting the right time to retire is an important decision. Our Certified Financial Planners™ are here to help with retirement planning and assist you in reaching your financial goals.
We know that it isn’t always possible to coordinate everything to fall into place in perfect sequence. At Carroll Financial, we help our clients make informed decisions when in fact they do decide to retire. We work with each client individually, answering questions and helping to implement a suitable investment and distribution plan for a long and meaningful retirement.
Retirement is a new phase in life, we’re here to help you plan. We’re committed to guiding you and managing your assets so that you feel comfortable and confident about the future. Our retirement planning approach is personalized and thorough. We’ll conduct an analysis of your current financial position and talk extensively with you about your goals. Then we’ll explore your options and offer recommendations for establishing a solid financial plan, including your investments and a plan for distributions. We’ll cover healthcare concerns and establish contingency plans for a surviving spouse, so that this transition is made in the most efficient and worry-free manner.
Our goal is to help you find the financial freedom to pursue your interests, so you can enjoy the retirement lifestyle you want.
Whether you’re simply getting started, approaching retirement or fall somewhere in the middle…join us for our new series. We call it Retirement. Simple. Check out the workshops below to see which would be the best fit for you!
Whether you’re a new college graduate, starting your first job or if you just want some help figuring out where to start and making sure you’re on track, this session is for you.
How can you save for your own retirement, pay for your kid’s college, mortgage and maybe even that dream vacation? We’ll show you how to make sure that you’re on the right path.