An Introduction to Your Retirement Planning Strategy
The information included in this section will guide you through most of the steps you will need to address as you consider your retirement planning. We are providing - through a series of linked documents - examples of some of the work that High Desert Advisors has done for families who have gone through this process with us; actual cases are generally more helpful than hypothetical creations. The retirement planning process is a very personal one for everyone wanting help navigating the many steps of the process. The data that you provide by answering a series of planning questions is used to work out a cash flow analysis and investing profiles that will be your guide as you determine your future - the options you have available to you for accomplishing your goals. It clarifies for you what can be done - reasonable expectations - and what may be too much to attempt based on your financial wherewithal. The process focuses your attention on the compromises you may need to consider in order to make your retirement income last for your lifetime. After you work through this process, you will have confidence in your financial future. Below are links to some documents you may find helpful in understanding the steps taken in the retirement planning process. The links are shown in a recommended reading sequence as follows: * Retirement Planning Strategies - A simple checklist covering objectives, personal demographics, "to-do's" * Planning for Retirement - Questions to Ask Yourself * Retirement Planning Outline * Sample Retirement Plan Outline (Actual Plan Analysis - 2008) * Sample Retirement Plan - New Client (2007) Let us know if you would like help with this planning process.
Dick Brackett, President High Desert Advisors
High Desert Investment Advisors 4801 Lang NE, Suite 110, Albuquerque NM 505-797-2644 or 505-469-3467
Serving Your Personal Investment Needs Since 2003
Information provided herein should not be considered financial advice. Please speak with your investment advisor.
High Desert Investment Advisors may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. High Desert Investment Advisors is currently registered in the State of New Mexico, and has a de minimus exemption to transact business in other states.
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