There has been groundbreaking advances in Financial Planning software in the last 5 years. Not long ago a financial plan was obsolete almost as soon as it was created.
Today's financial plan is a dynamic report, that evolves with you. Planning software provides custom advice and insight on the best retirement decisions for you.
Sterneck Capital offers a complimentary financial planning appointment to provide projections on income in retirement and to answer all your retirement questions.
Information we offer in this meeting includes:
- Based on our return expectations and your expenses is it reasonable for you to retire now?
- Is it smart to pay off your mortgage or other debt at retirement?
- Demonstrate tax savings opportunities that can significantly increase retirement cash flow.
- Give guidance on Social Security timing and other important and unchangeable one time decisions.
- And More .....