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planning for retirement

Achieve your retirement goals on your terms.

Retirement is one of the biggest life events you can plan for. It starts as early as your first paycheck at your first job, and continues even after you’ve officially “retired.” The Hartzmark Group will help you clearly define your retirement goals and create an individualized plan to achieve them. Whether you need help setting up an IRA or want to make sure you’re organizing your day-to-day finances to keep you on target, we’re here to help.

Will you be able to afford retirement?

The answer to this question depends on a variety of factors including:

  • Your goals
  • Life expectancy
  • Present and future tax rates
  • Inflation
  • Your sources of retirement income
  • How much you have saved already
  • How much you plan on saving until retirement
  • The rate of return on your retirement investments

These are a few of the questions that will come up as you plan for your retirement. Our group will help you explore the answers to these questions before making any recommendations. Our group pride themselves on their dedication to truly understanding your and your family's aspirations. And, they have access to the right tools and expertise to help you prepare.