Charleton Financial is committed to keeping our clients and staff safe. We have systems in place that have allowed us to work remotely with the same level of service you have come to expect. There is no change to any of our contact information. At this time, we are conducting virtual meetings and will maintain client contact virtually until further notice. If you would like to schedule an online or phone meeting, please send an email or give us a call.
The Retirement Conundrum
and Retire Confidently
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. 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 you are prepared to make the important decisions about Social Security, pension options, planning for health care in retirement, positioning your investments in case of another 2000 or 2008 downturn?
We will help you gain clarity, discover your comfort zone, stress test your portfolio, and create a blueprint for life.
Your Personal Retirement Conundrum
(and how to get through it)