Making the financial transition into retirement
Bob stared at the mountain of paperwork lying before him. "After so many years of employment," he thought to himself, "all of my hard work comes down to these difficult financial decisions." Bob knew that these decisions would impact his financial future for the rest of his life! Faced with the enormity of the situation, Bob decided to do what the majority of other retiring seniors have done with their own nest eggs — absolutely nothing!
Retirement - Exciting & Challenging!
Retirement is an exciting time in our lives. We look forward to slowing down our daily pace. For many, it is a time of travel, spending more time with our families or devoting time to a favorite hobby. However, retirement can also be a very challenging time. Not only do our daily schedules change; we are suddenly faced with enormous financial changes as well. What can I do with my 401k and investments? Do I need to change my life insurance program? What are my health insurance options and how do I apply for supplements? These are all major questions that need careful analysis so that each of us will continue to feel financially secure. People like Bob are no different than you and I. We will each be faced with those major financial decisions at retirement. AAFS can provide you with the necessary tools to comfortably make the decisions that will continue to provide you and your family financial security and peace of mind.
Initiating a Retirement Plan
Cliff Harris and AAFS bring over 21 years of experience in reviewing, analyzing and creating successful retirement plans and investment strategies. "I love what I do!" Cliff Harris exclaims. "I enjoy meeting people who have devoted their lives to making this country great! At retirement, many people suddenly find themselves faced with monumental financial decisions that they are unequipped to make on their own. I welcome the opportunity to save people time and energy while providing them many options to attain their retirement goals."
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member NASD, SIPC and Registered Investment Advisor.
