What will it take to achieve (or sustain) your desired retirement lifestyle? The question is easy. In the ever-evolving landscape that is your life, amidst an ever-changing world around you, the answers are not.
At J.F. Williams Co., Inc., in preparation for and onward into retirement, we help you realistically assess what you have, what you want, and what it’s likely to take to bridge the gaps. Integrating retirement planning with our robust financial planning and investment management services, we partner with you in an ongoing process, to help you make confident decisions about:
- Accumulating – Earning, spending, saving, investing across your lifetime and potentially beyond, to leave a lasting legacy.
- Investing – Efficiently allocating assets into and among a labyrinth of taxable and tax-sheltered account options: Traditional IRAs, Roth IRAs, 401(k)s, pension plans and so on … for you and your spouse
- Withdrawing – Spending down assets from those same accounts in the most tax-favored manner and according to your personal goals
Whether you have years of career aspirations and asset accumulation ahead of you, or are already near or in retirement, there’s never a bad time to establish order to your financial household. Let’s get started.