Pre-Retirees
Planning for the Retirement You’ve Worked for
When you think about retirement, you may imagine a life filled with your favorite pastimes, but you may also have some worries about maintaining your preferred lifestyle. Our process includes an analysis of current readiness, including resources like savings, investments, retirement accounts, and Social Security benefits, followed by a detailed plan for reaching your goals.
Common Myths
I Can’t Retire With a Mortgage
Whether to pay off an existing mortgage before retirement is a question that many pre-retirees struggle with. There is no right or wrong answer, and we work with each client to decide what's best for their personal situation.
I Can’t Afford to Help My Kids With College Costs
Many people face a conflict between supporting their children's educational goals and saving enough for retirement. We can help you review the options and craft a strategy that addresses both goals.
I Haven’t Saved Enough Money for Retirement
Often, we work with clients who are concerned about the adequacy of their retirement savings. Our comprehensive review process will assess all your potential resources in retirement and provide a clear picture.
I Need More Than One Retirement Account
Employees with access to matching funds for an employer-sponsored 401(k) or similar account may wonder if it makes sense to add a separate IRA or Roth Account. We will help you optimize your strategy to reach your goals.
Taking a Holistic Approach to Service
Our approach to serving clients combines straightforward advice, personalized attention, and robust education and resources to guide your financial journey.
Crafting a Strategy to Align With Your Goals
Our process is designed to maximize our understanding of your financial goals and current resources so we can devise a personal strategy to move you toward your goals.
Contact Us Today
Connect with us today to learn how NetVEST Financial LLC can help you achieve your goals.
Our Services
Our services include guidance for investing, tax strategies, and trust and estate management.
Contact Us
Start today to take control of your financial journey. Get to know the team at NetVEST.
Your Team
Our team delivers expertise in tax, investments, trusts, and estates with personal service.