Characteristics of a someone in retirement
♦ Typically 60 years of age or older
♦ Needs help with retirement planning to manage their income so that they don’t run out of money
♦ Wants to delegate investment management to a professional
♦ May need financial planning assistance to pass their assets to heirs or charities
Retirees have confidence in their plan knowing how their savings will help them enjoy their golden years. They value the wisdom and experience of the Cambridge Advisors team to help them optimize planning strategies and avoid costly mistakes so they remain financially secure.