Careful planning for a dream retirement
Retirement needs careful planning if you are going to make the most of it. You worked hard for it to get to this point, it deserves as much care and attention as your work life did.
At Acumen Financial Partnership, our specialist advisers have more than 150 years of experience in dealing with retirement planning and it’s never a case of ‘one size fits all’.
We offer a step-by-step approach resulting in a strategy that can change and evolve as retirement unfolds. None of us knows what life has in store for us: emergencies and opportunities – we need to prepare for both.
Starting with a really detailed ‘discovery meeting’ (allowing us to find out as much as we can about you and the retirement you dream of and what keeps you awake at night) we build the foundations of your Retirement Plan.
Central to this is the tailored cashflow planning which allows us to demonstrate how we create a sustainable income ensuring those essential bills are paid and also incorporating high quality investments designed to grow and beat inflation.
The result is a Retirement Plan that really works and which has been built around each client’s own goals and needs. It brings the confidence that there is protection not just against overspending and running out of funds, but also of missing out on life experiences through being over cautious.
Acumen’s Retirement Planning service is backed up by regular reviews which allow us to make sure that all our clients’ plans stay on track as time goes on and that retirement really does live up to expectations.
Give us a call to arrange a free, no-obligation meeting to find out more.
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