Retiring Comfortably

Retirement lifestyle you envisioned? Millions of Americans struggle to ensure that they have enough income to last them through their retirement years. We explain your options and create a strategy designed to instill confidence in your ability to retire comfortably.

Are you ready to retire? We mean really ready – financially ready? For many people, feeling financially secure is the ultimate challenge of retirement. As you near retirement, it is important to figure out what it is you’re hoping, wanting, and planning to do as you transition into this new phase of your life. This may include goals like traveling, buying a vacation home, volunteering, or spending more time with your family. Keeping those goals in mind, we will work together to estimate your anticipated expenses, identify income sources, diversify your investments, and determine an appropriate withdrawal strategy. Our objective is to develop a retirement income strategy that will provide a continuous stream of income throughout your retirement.

Thoughtful planning for a life well lived

The legacy you leave is important to you and your loved ones. Many of our clients share similar goals -wanting to provide for future generations and support the causes that are important to them. Take advantage of our experience and knowledge to create a plan that focuses on what matters most: your values, final wishes, most prized personal possessions, and financial assets. At Warner Financial, we are committed to working with your tax advisor and attorney to help carry out your wishes in the most effective and efficient manner possible.

4550 Montgomery Avenue, Suite 352N – Bethesda, Maryland 20814 – P: 301-961-9505 – F: 301-469-3424 – E:

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