Charleton Financial is committed to keeping our clients and staff safe. We are currently seeing clients in the office by appointment only. We will continue to conduct virtual meetings for those that prefer to stay home. For the safety of our clients and team, we ask you to respect the state mandate and wear a face covering when in the office. Thank you for your cooperation.
Are you nervous about retirement?
You're not alone.
In fact, you may be suffering a condition we see coming into our office more and more frequently. We call it the retirement conundrum. If you are within a few years of retirement, you may feel both excitement and anxiety. We can help you navigate through your personal retirement conundrum so you can retire confidently.
Many of the people we work with come in with similar concerns.
- Are you concerned whether you have enough to retire?
- Do you have information overload?
- Do you feel prepared to make the important decisions about Social Security, pension options, planning for health care in retirement, and positioning your investments in case of another downturn?