Be Ready for Your Golden Years

When retirement rolls around, you want to make sure you’re ready for it. Your golden years should be the time you get to live life on your terms, and your ability to do so could depend on your financial health . Retirement planning can establish a path that leads to where you want to be when you leave the work world. At Pultro Financial Management, we want to help you live the retirement life you deserve. We work with you to create a holistic plan that considers your vision and goals.

Retirement Planning

No matter how near or far away retirement is for you, the time to start planning is now. We help you clearly define your goals, determine what you need to achieve them, and identify the necessary steps to move you in the right direction.

Establishing Your Plan

We’re here to guide you through the process. We create a plan that considers your time horizon and risk tolerance. In developing your plan, your advisor assesses:

  • Current income levels and estimates of future income streams
  • Investment opportunities including a retirement savings account
  • Current and future tax burdens
  • Estimated expenditures

Additionally, for most people, tax planning strategies, beneficiary planning, portfolio management and insurance planning are all part of the retirement planning process. Our the team strives to help our clients reach their short- and long- term financial goals. We are a family-run business that believes in developing relationships built on trust, ethics and experience. Get in touch with us today to schedule a consultation.

Pultro Financial Management and LPL Financial do not offer tax advice or services. We suggest that you discuss your specific tax issues with a qualified tax advisor.