Retirement Services

Retirement planning is setting goals and making financial decisions to help you achieve financial independence and security during retirement. It involves estimating how much money you will need to retire comfortably, determining how to save and invest for retirement, and considering the various sources of retirement income available to you.

01. FILL OUT THE FORM BELOW

02. SCHEDULE A TIME TO DISCUSS

03. MEET WITH ME to ORGANIZE EVERYTHING

RETIREMENT PLANNING

Retirement planning can be a complex process, and it requires careful consideration of several factors, including your age, income, expenses, retirement goals, and risk tolerance. Some of the critical steps in retirement planning include:

1 – Establishing your retirement goals and objectives involves considering what you want to do in retirement and how much money you will need to achieve your goals.

2- Assessing your current financial situation: This involves reviewing your income, expenses, debts, assets, and insurance coverage to determine your current financial position.

3 – Estimating your retirement income: This involves identifying the sources of income available to you during retirement, such as Social Security, pensions, and savings.

4- Developing a retirement savings plan involves deciding how much you need to save for retirement and how you will save it, such as through a 401(k) or IRA.

5- Managing and protecting your assets: This involves deciding how to invest your retirement savings and considering options for long-term care and estate planning.

Overall, retirement planning is a necessary process that can help ensure you have the financial resources you need to enjoy your retirement years.

Where this service comes in: Here at joebradford.net, we are focused on providing you with the ethical and religious guidelines to ensure that the stocks, funds, and plans you invest in meet your faith values as a Muslim. This includes reviewing your plans for Shariah compliance and coaching you on best using your available resources to meet these goals.

Kindly note that a maximum of two accounts may be reviewed.

Retirement Services Form

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