plan your Retirement
When can you retire?
Whether your answer is “next year” or “maybe 10 to 20 years” depends on what you want your retirement to look like. You might be surprised at how soon you can begin to reap the rewards of your hard work. Our advisors can help you see what’s possible, and when.
Look forward to retirement with confidence. Will you travel, build or buy your dream home, take time to be creative, fund higher education, or a bit of everything? Or are you simply looking forward to relaxing with a stack of books?
Discover the power to live as you want while continuing to be financially responsible. Share your vision with us.
Enjoy the fruits of your labor with confidence.
How do you get there?
Once you have a vision, you’ll need financial planning from experienced advisors who use evidence-based tools to design and manage your retirement. A complete plan includes life insurance, estate planning, strategies for tax-efficient investing, long-term healthcare needs, education funding, and consideration of other relevant financial planning services and products.
Your plan should account for complicated financial situations, changing tax laws, market fluctuation, and unpredictable healthcare costs. As concerns arise, reach out to your advisor at Estia Focused Financial so we can help you protect your vision.
Most importantly, your plan must be adaptable. A long-term relationship with the right financial advisor will enable you to adjust the plan as marriages, divorces, births, and deaths affect your investments, insurance needs, and taxes.
Choose to live with independence and security.
Who can get you there?
Choose the team that values your vision.
Estia Focused Financial has the experience and expertise to help guide you to informed decisions in support of your goals. Clients say that our process is more fun than they expected! Let’s help get you to the retirement you envision.
The Estia Focused Financial Process
DISCOVERY — Express your retirement goals in an unrushed and informal discussion with our compassionate, supportive, and friendly team. We provide a safe space for you to share your basic financial information and ask the questions you’ve been afraid to ask.
ANALYSIS — During our second meeting, we gather more detailed information and make an in-depth assessment of your financial statements, investment portfolio, expected retirement income, and budget. We may uncover options you didn’t think were possible!
IMPLEMENTATION* — We present all your options and guide you toward the financial services that fit your vision and needs. Then we implement a plan that will fuel a life you love.
GUIDANCE & ADAPTATION — We maintain a strong, long-term relationship so we can support you, answer your questions, and make adjustments as your life evolves. Your Estia Focused Financial advisor will support you through the life changes you plan and the ones that you don’t.
You show us your vision and numbers. We’ll make a plan to help get you where you want to be.
*You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (i) an investment adviser representative ("Advisory Representative"), (ii) registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively "Prudential Representative".)