Retirement Planning for
All Stages of Retirement.

Retirement can signify the hard-won freedom to live the rest of your life on your terms, but it doesn’t necessarily signify financial freedom; for that, you’ll likely need an advisor you can trust. JCN Financial offers high-net-worth retirement planning for both pre- and post-retirement clients who are looking to secure the funds that they’ve worked so hard to save.

Whether you are ready to begin planning for retirement or are in the process of transitioning into this new chapter of your life, finding the right financial advisor for retirement planning can make all the difference in your quality of life come retirement.

JCN Financial provides a personalized experience for retirees looking for financial guidance. With our fiduciary financial advisors, you can create a comprehensive retirement plan to build a better future for you and your loved ones.

What Is a Pre-Retirement Plan?

They say it’s never too early to start saving for retirement, but it’s also never too early to begin planning. Because circumstances tend to change, no retirement date is ever truly set in stone, but having an idea of when you want to retire can help guide your retirement planning decisions and timeline. Thinking ahead gives you ample time to prepare, and finding the best financial advisor for retirement planning will make preparation even more sound.

Deciding on a pre-retirement plan will guide you through the steps you need to take to ensure a comfortable and fulfilling retirement. When you meet with your financial advisor, they should ask you the following initial questions to assess what you might need to plan for:

  • When do you want to retire?
  • What will be the source of your retirement income?
  • How much annual retirement income will you need to support your current or desired lifestyle?
  • What do you want to do after retirement?
  • Do you currently have any retirement savings accounts? (401(k), IRA, etc.)

Once you can answer those questions, your financial advisor can work on building a retirement plan tailored to your needs. Now, what elements make up a successful retirement plan?

  1. Personalized Solutions
    Retirement planning is not one-size-fits all. We create personalized plans as unique as each client.
  2. Inclusive Financial Planning
    We accommodate your financial situations and goals, incorporating tax reduction, estate planning, and investment strategies to get you where you want to be.
  3. Risk Management
    In turbulent economic times, you need an advisor who always has your best interest at heart, like a fiduciary financial advisor, to keep you economically safe.

Pre- and post-retirees should find a financial advisor for retirement planning that cares about not only their financial future but also their personal happiness. Retirement is meant to be a celebration of the life that you have built. Start your celebration on the right foot.

We have an expert team of financial advisors who will create individualized retirement plans built around your current lifestyle and the life you aspire to have in the future. Whether retirement feels like years away or is an upcoming reality, it’s never too late to begin planning.

Start planning for the retirement you want and schedule your complimentary consultation with JCN Financial!

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