Your retirement nest egg is the result of countless hours of your work. You saved over time to enjoy it later. We take that seriously and we’ll take care of your assets as if they were our own. Let’s create a retirement plan designed to sustain you throughout your retirement, meet costs and expenses, and continue to grow.
Beginning to Save for Retirement
It’s never too early to think about retirement and start saving. In fact, the earlier, the better. But how do you start? How much should you save each month? Let’s address these questions and more. When do you want to retire? At what age? Where?
Once we understand your goals, we can help you work toward them. We measure your progress regularly along the way, allowing our team to develop suitable investment allocations that fall in line with your plans and expectations.
There’s a lot to learn, too. But don’t feel bad if you’re not an expert. Just the financial services vocabulary can sound like a foreign language. We’ll make sure you understand what the terms mean to your retirement.
On Your Way to Retirement
This period can span many years. You may have just begun to invest in your retirement or you are happily closing in on it. Every step of the way, we will monitor and review your financial progress to keep you on course.
For instance, if you have a plan with your current employer, a dedicated team member will review it with you to determine if the allocations and risk assessment within your plan are correct for this time in your life and career. We also advise you on next steps for 401K rollovers from your previous job or if you have just retired.
Pre-retirement is an important phase in your planning. You’re so close…but there are still many important steps to address in order to get the most out of your planning and saving.
You Made It
Closing in on retirement is both exciting and scary. After all, you are transitioning from a normal paycheck to drawing off of your savings. Be assured that we are still here to advise you. Just as we helped you plan your contributions, we will now provide you with caring advice on how to best benefit from Medicare, Social Security and long-term planning.
Retirement isn’t the end, it’s the beginning of an often long-term chapter of vibrant living, and we are here to guide you on how to sensibly withdraw your earnings and plan the legacy you elect to leave behind.
From the beginning of your planning to pre-retirement to the chapter in which you enjoy the fruits of your labor, Cochrell Financial will help create the best retirement plan for you.
Tell us about the life you want
We’ll create the plan to help get you there.