Are You There Yet?

If you look at many of the survey’s today focused on American’s confidence in being able to retire comfortably, you can see that many folks are not sure if they are “There Yet”.  Trying to determine if your savings, Social Security benefits, and any pensions are going to provide the continued lifestyle that you have become accustomed to, can be quite a challenge for the average family.

Factoring in things like healthcare planning and long-term care needs can make it almost impossible to truly know if you have reached true financial independence.  The good news is that our Certified Financial Planners™ have the experience and knowledge to help you answer those questions based on your specific situation, and not Mr. Google’s! 

So the moral of the story is, take some action and gain control of the biggest question you will face as your approach retirement:  Are You There Yet?

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Contact Info

Avery Wealth, Inc.
2540 Spring Arbor Road
Jackson, MI 49203
Direct: (517) 783-1695
Fax: (517) 783-1549