Goals-Based Retirement Planning

  • How many more years of earning power do you have remaining?
  • What is your vision of retirement?
  • Are you on track to fulfill that vision?

When it comes to retirement planning, everyone’s dreams are different. But one truth remains constant: as a whole, people are living longer. This fact makes it more important than ever to put a plan in place to help ensure you don’t outlive your savings—no matter what your retirement dreams may be.

No matter how far or near to retirement you may be, we help you identify and articulate your vision of retirement. Next, using the power of MoneyGuidePro, we build a customized plan to help you achieve your goals. The foundation of this plan is a highly diversified investment portfolio that considers your retirement time horizon, your tolerance for risk, and your needs and goals for post-retirement income and cash flow. We also work with you to consolidate existing 401(k), 403(b), and other accounts to help ensure optimal diversification, balance risks and rewards, and create a more suitable tax structure for all of your assets.

By taking the time to plan today, we can help you create a more secure, stress-free tomorrow.

Contact Details

TAM Financial Advisors, LLC
1441 Pleasant Lake Road
Annapolis, MD 21409
Phone: 410-349-4484
Fax: 410-349-4480
Website: www.tamfinancial.net
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Disclosures

All information contained herein is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services. Such an offer can only be made in the states of Maryland, Virginia and DC where we are registered as an investment advisor. Read more >

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