Reviews and Ratings for Financial adviser Chris Wheatman, Lancaster

The useful guide to reaching your retirement goals

Getting the most out of retirement and reaching your goals requires planning.

Not thinking about your post-work years until you reach that milestone can mean that a retirement that promised much, falls short. While you might daydream about giving up work, pinning down the details, from your lifestyle to your income, means you’re more likely to turn your dream into a reality.

This guide can help you start to think about the retirement you want and the steps you need to take to secure it. Among the questions it can help you answer are:

  • When do you want to retire?
  • Is blending work and retirement an option you should consider?
  • What does your ideal retirement look like?
  • What are your priorities for retirement?
  • How much income will you need in retirement?

Download your copy of “The useful guide to reaching your retirement goals” to start planning your future.

If you have any questions about the guide or your financial plan, please contact us.

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