Retirement planning should consider everything you want to accomplish in retirement. A financial advisor at Vector Wealth Strategies can help you achieve a smooth transition from success in your career to significance in your second half. Developing a financial plan for this big occasion involves taking a look into who you want to be when you retire and the goals you have for that long-awaited time in your life. The information that needs to be analyzed includes the hard data, like the amount you currently have saved in your 401(k) plan, Traditional IRAs, Roth IRAs and Brokerage accounts as well as the softer items, like the amount you want to leave to your family and your charitable wishes. While it may be harder to put a dollar amount on those softer items, they are just as important as the hard data in the retirement planning process. Being headquartered in Huntsville, Alabama, many of our local financial planning clients work at large engineering firms that offer pensions. One of the important things we help our clients with is selecting which pension would best suit and compliment their existing retirement assets. At Vector, our 360 Planning Process begins with data gathering where we seek out that important information and identify the key values that define who you are and who you want to be. Next, we build the plan and recommend strategies based on your desires and needs in retirement, which we tweak and fine-tune as your life circumstances shift and change. Lastly, we help you implement your plan and monitor your progress as your plan transforms from an idea to a reality.
