“To begin with the end in mind means to start with a clear understanding of your destination.” Stephen R. Covey

What would a retirement date on the calendar mean to you? Not just a hypothetical date, but a REAL date. Who wouldn’t want to know when they could retire? When they do, will the plan they put in place work? It’s one of the most important topics of our lives, yet very few of us understand how to actually do it.

getting to retirement

Getting to retirement is only one-half of the equation. The other half is what happens when you get into retirement. You’ve dreamed about retirement, but will you have enough money to live that dream? Will you outlive your money? These are essential questions with important answers. Solid retirement planning takes into account all of this.

It’s not only about the size of your 401(k) or Individual Retirement Account (IRA), but it dives deeper into your future income needs, future expenses, taxes in retirement, health, and long-term care needs.

THREE phases OF RETIREMENT PLANNing:

No matter what phase of the planning process you are in, having a financial advisor as a part of the process is critical.

Phase 1 – Accumulation Phase

Phase 2 – Planning & Protection

Phase 3 – Distribution Phase

WHAT SHOULD YOU DO?

Schedule a one-hour appointment to learn more about what a partnership with Bobby and RPA Financial is all about. Schedule online or call. It’s totally FREE!

LET’S GET STARTED

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“Bobby’s love and respect for his clients is evident and we know he is truly looking out for our best interests. He may be our advisor, but we also consider him to be our friend.”

- Diane

“Working with Bobby Aborn is a joy. He is passionate about his work and an expert in his field. Bobby took the time to get to know us and understand our needs and concerns. As a result, we now have a retirement plan that makes us feel secure and at peace.”

- James

“Bobby has been incredibly fruitful for us, both in terms of our financial well-being and our financial knowledge. He has gone above and beyond consistently and we could not be happier with him and his support!”

- David and Christina

“Working with Bobby over the last few years has been a blessing for me and my family. Under his guidance, we have been equipped with the tools to take ownership of and feel confident in our financial dreams and goals. I couldn’t imagine going with anyone else.”

- Mark

“Bobby Aborn is a rare gem: a brilliant financial planner with the highest integrity. We are blessed and take comfort in working with him.”

- Jamie

Retirement Planning