RETIREMENT PLANNING

When can I retire?
Do I have enough money to retire now?

You may be asking yourself these questions. You may be concerned with accumulating sufficient assets to live a fulfilling and comfortable retirement. Whether you are near retirement, many years away, or living it now, the Financial Advisors at TBH–the Davis Reynolds Team can assess your retirement goals, provide objective guidance, monitor and review your progress. We will assist you with a variety of retirement-related concerns, including:

  • Retirement income solutions
  • Social security planning
  • IRA and 401(k) rollovers
  • Planning for continued care of elderly or special needs family members
  • Retirement plans for business owners

We will craft a detailed financial plan designed to achieve your long-term retirement goals, and will work closely with you to map out the necessary steps to reach them. We will monitor the plan through life’s events to make sure that we are still on track. Together, we will meet your retirement goals.