Characteristics of a someone nearing retirement
♦ Typically 50 to 65 years of age
♦ Has accumulated retirement savings
♦ Needs help planning for retirement to measure readiness and determine how much retirement income their assets will provide
♦ Needs someone they can trust to help them make intelligent decisions and avoid poorly conceived strategies so that their financial future is secure.
♦ Wants to delegate investment management to a professional
Clients nearing retirement appreciate knowing their retirement goals are within reach and they are doing what's needed to take full advantage of their highest earning years. They value the wisdom and experience of the Cambridge Advisors team to help them optimize planning strategies and avoid costly mistakes. In many cases retirement plan assets can be included to meet the $500,000 minimum. If manageable assets don’t meet our minimum, financial planning services are available on a stand-alone basis.