Plan today. Live well tomorrow.
Life moves fast. One moment, you find yourself excited about your first job, and the next, you’re dreaming about what you’ll do after retiring.
The sooner you can begin planning for retirement, the better. Contact us today to get started!
Whether you are decades away from retiring or currently indulging in the joys of retirement, Modern Family Asset Management is here to assist you.
Whether you are decades away from retiring or currently indulging in the joys of retirement, Modern Family Asset Management is here to assist you.
I’m preparing for retirement
Our experts can help you plan for your journey ahead.
We’ll suggest the most suitable combination of instruments and savings plans based on your current situation.
You will also receive insightful guidance on your spending, as well as your contribution to retirement savings.
Let’s work to achieve the retirement goals you’ve set for yourself.
I’m about to retire
If you are close to embracing the joys of retirement, it’s time to track your cash flows, review your accounts, and maximize your savings.
After understanding your goals and assessing your present finances, we’ll draw a roadmap that can lead you to a comfortable retirement. We’ll also help you understand the complexities of social security and healthcare programs.
I’m enjoying retirement
It’s important to keep an eye on your funds to ensure you have what you need to make life as a retiree as amazing as you’ve always imagined.
Our experts will work with you to devise a long-term strategy to help ensure smooth financial sailing throughout your retirement.
We can also suggest new ways to generate income and help you get the most out of your retirement savings.
Our experts can help you plan for your journey ahead.
We’ll suggest the most suitable combination of instruments and savings plans based on your current situation.
You will also receive insightful guidance on your spending, as well as your contribution to retirement savings.
Let’s work to achieve the retirement goals you’ve set for yourself.
If you are close to embracing the joys of retirement, it’s time to track your cash flows, review your accounts, and maximize your savings.
After understanding your goals and assessing your present finances, we’ll draw a roadmap that can lead you to a comfortable retirement. We’ll also help you understand the complexities of social security and healthcare programs.
It’s important to keep an eye on your funds to ensure you have what you need to make life as a retiree as amazing as you’ve always imagined.
Our experts will work with you to devise a long-term strategy to help ensure smooth financial sailing throughout your retirement.
We can also suggest new ways to generate income and help you get the most out of your retirement savings.
Regardless of which saving instrument(s) you choose, we’ll be by your side. Let us help you navigate your finances to meet your retirement goals.
401(k) plan
Based on your requirements, we will help you pick the most suitable investment in your employer’s 401(k) plan.
Our specialists will also help you adjust your requirements according to your age and the type of plan offered by your employer so you can reap maximum benefits.
IRA
Individual retirement accounts (IRAs) have lower contribution limits than 401(k) plans but offer more flexibility with early withdrawals.
By carefully analyzing your present circumstances, we’ll help you determine what type of IRA you need to get the most out of your savings after you retire.
Annuities
Annuities are another great way of guaranteeing a steady inflow of cash post-retirement.
Based on where you stand now in your career and your level of income, we can help you select the right type of annuity for you.
* Guarantees are based on the claims paying ability of the issuing insurance company.
Are you ready to consider your retirement options and prepare yourself for a financially sound future? Get in touch to speak with a Modern Family advisor today.
