Retirement Planning Advisors

Retirement Planning in Lake Wales, FL

Retirement could be the biggest expense of your lifetime. At Nelson Financial Strategies, we appreciate that you work most of your life to plan for an enjoyable retirement full of abundant opportunities. Do you want to travel the world? Buy a second home in the mountains? Or send your grandchildren to college? Whether retirement is simply a thought or a precise date in your future, our team works diligently to assist you in setting and attaining your distinctive retirement objectives.

What is retirement planning?

Retirement planning is more than a spreadsheet of investments, assets, and net worth; it is the process of determining your individualized retirement income objectives and deciding what you want to do with your hard-earned money. Retirement planning can seem overwhelming, but Nelson Financial Strategies comes alongside to help navigate your customized retirement plan. We work with our clients to fully understand their concerns and expectations when formulating the framework of their comprehensive strategy.

Comprehensive Retirement Plans Include:

  • Creating Long Term Objectives
  • Identifying Sources of Income
  • Projecting Cash Flow and Expenses
  • Implementing a Savings Program
  • Managing Assets
  • Formulating Retirement Timelines
  • Assessing Potential Long Term Care and Healthcare Costs

After assessing your objectives, we will review your portfolio of assets to establish a plan for attaining those objectives. We will continually review your retirement plan and adjust accordingly to ensure that your objectives and strategies are consistently aligned.

If you are nearing retirement, or if you are just now starting to think about it, contact us today, and we can help you create a retirement plan for your future. You’ve earned the right to enjoy your retirement years, and we want to help you do just that!