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Retirement Planning

How you plan for retirement is just as important as how you save for retirement.

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How Do We Do it?

Planning for retirement is one of the most important financial decisions you can face. That's why we want to help you devise and design a solid retirement plan that can help ensure you and your family are prepared for your next stage of life. Regardless of whether you’re in immediate need of financial advice, just had an unexpected life change, or are simply looking for a professional opinion on whether or not you can retire, our professional financial planners are here to help you turn important decisions into informed ones. 


“How much money do I need to retire?”

Retirement isn’t all about savings. Comprehensive retirement financial plans also factor in investment asset management, and drawdown. Our goal at Chatterton & Associates is to manage your portfolio from an objective and professional perspective without emotional bias or market speculation. We will work with you to determine your return objectives so we can assess the risk tolerance of your investments and income needs. Additionally, we utilize highly advanced cashflow modeling software to help you understand just how much your retirement could cost. 

How It Works

1

Discovery

We start by looking at your Investments, Taxes, Estate plan, Cash flow needs, and more. We listen to your hopes, fears and concerns.

2

Risk Assessment

Next we assess your investment risk tolerance and review your most recent tax return to uncover potential tax reduction opportunities.

3

Economy & Markets

Then, we look at today’s economy and market environment, and how that might impact your overall plan.

4

A well-rounded plan

We then set up a plan that is focused on the following:


create your wealth

Creating Wealth

We invest your money through proper asset allocation, portfolio design, investment manager selection, portfolio construction and management, tax management, risk management, all while trying to keep your costs fair.

preserve your wealth

Preserving Wealth

We believe in proactive relationships and regular meetings to ensure there are no opportunities being missed, or updates not being made due to changes with your personal circumstance, the economy, tax laws, estate laws, etc.

transfer your wealth

Transferring Wealth

We have found that most beneficiaries feel that they have a responsibility to their parents to do the right thing—we assist in this process by helping surviving family members maintain the legacy of their loved ones, for generations to come.

Retire with Chatterton & Associates

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