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Retirement Plan Made For You

Whether you have just landed your first professional job, are comfortably settled in the middle of your career, or you've just decided that you would like to retire in 5 years, it is never too early or too late to begin preparing for retirement. After all, it is a life-changing event that follows many years of dedicated work. You want to enjoy this new phase of life and not discover that you could have done more to plan for this transition. To be adequately prepared, it is wise to consult with a knowledgeable financial planner near Ocala, FL.

Tailor-Made Retirement Plans

At Hagar Investment, our goal is to give consistent, individualized retirement planning services, so our clients' needs are heard and always put first. We can do this because we are a small, family-owned company that takes its fiduciary duties seriously.

We believe that in listening to the client, we will best understand how to work together to lay out a retirement plan that will benefit our clients for years to come. We work with you to plan for you to have sufficient retirement income and educate you for any unexpected financial challenges that you may face.

The Benefits of Working with a Professional

It can be a little intimidating to consider opening up your finances to a stranger. You might feel underprepared or anxious about what might occur when you meet with one of our retirement professionals. Rest assured, these are thoughts shared by many people, and because of these insights, we have taken special care to focus on our clients as a whole, not just a sum of their monetary decisions.

Planning for retirement is always better when you partner with a professional. There are many moving parts to take into account when you are mapping out your financial future. A professional can help you examine every aspect of your finances as they relate to retirement. Some surprising benefits to partnering with a professional include:

  • Having a new set of eyes look over your financial plan, giving you a fresh perspective.
  • Gaining an education in income and retirement strategies that you previously didn't know.
  • Examining your future lifestyle desires and how they mesh with your retirement plans.
  • Differentiating between short-term and long-term goals.
  • The ability to look at your current spending behaviors and how they relate to future retirement spending patterns.
  • The peace of mind in knowing you have a plan for the future.

Our process for mapping out your future starts with getting to know you as a person. What is your current financial picture? What roadblocks have you encountered as you have moved through life? What are your hopes for the future and retirement? A one-size-fits-all plan isn't what we are about at Hagar Investments. We craft specialized retirement goals for each of our clients.

Finding Success and Avoiding Mistakes

The methods used to plan for retirement have changed substantially over the years. You can't just replicate what your father did to achieve a comfortable retirement. There are increasing costs of living, the fact that the average lifespan is longer, and the need for long-term care at some point in life is rising. The responsibility to plan falls on the individual more so now than in generations past.

The good news is that you don't have to do it alone. We can potentially help you find success and avoid costly mistakes. We can do this by:

  • Clarifying: We will help you calculate what you have planned for retirement and if your current plan will achieve those goals. If it doesn't, we will listen to you and help you to adjust your plan in a way that makes you hopeful and comfortable.
  • Accuracy: Healthcare costs, social security, and investments are all changing at a rapid pace. We can help you achieve an accurate idea of what income you will have and what expenses you will incur.
  • Risk vs. Performance: Planning for retirement is about being smart and managing the wealth you have built, and then planning an income stream. Your goal is to make sure your money outlives you, not the other way around. 

You can be successful as you plan for your future. Using the services of a retirement planner near Ocala, FL, is the first step to the retirement of your dreams. Don't wait; start planning today.