There is a lot to think about as you approach retirement age. Are you prepared? Do you have enough saved to live the lifestyle you desire? Maybe you've been contributing to your company 401k for years but haven't really thought about what things will look like when it's time to stop contributing and start withdrawing? That's where having a good financial plan in place can give you peace of mind and the confidence you need to make those big life transitions.
Today I had the pleasure of meeting with one of my local referral partners, Cody Farnes, with Ameriprise Financial. His office is located in Gresham, and he specializes in helping people who are getting close to retirement. What struck me about Cody was his passion for helping people live their best life. He is truly someone that you would want on your wealth management team. If you are looking for someone to talk to about future retirement goals, developing a financial plan to sustain you during your later years, or just gaining valuable insight and ideas from a trusted professional in the investment world, I highly recommend Cody. I would be happy to make a personal introduction, or you can reach out to him directly at the link below:
– Will Rogers said, "The goal isn’t more money. The goal is living life on your terms.” Cody can help you do that.
Here at Casler Financial, we believe that financial health and well being encompasses many aspects - from retirement planning to tax savings, insurance coverage to estate planning, if you are in need of a trusted professional in any of these areas, we are here to help. Obviously I can't be an expert on everything, and while tax planning and advice is my area of specialty, I am thrilled to have a team of highly trusted professionals in other fields who are ready and willing to help you create the best financial future possible for you and your family.
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