Are you planning to retire within the next 5 years? Will you need to decide between a lump sum payout or a monthly pension amount? Do you worry if you’ll outlive your current retirement savings and if you have enough? Do you wonder what you’ll do with the time you’ll gain once you retire from your job and if you will still feel fulfilled without the work you currently enjoy? If you answered yes to any of these questions, we can help you!
Retirement planning is offered as a benefit of doing business with us, and we can help you evaluate your preparedness for retirement. Retirement planning with CIS Wealth not only looks at the monetary side of retirement, but also the physical, spiritual, and emotional aspects of making the immense change that is retirement.
We incorporate financial calculators, income analysis tools, and several questionnaires to help us identify the areas of your retirement that you are prepared for, and those that may need attention and changes. Contact us to set an appointment with Bob to discuss your situation.