Retirement and income planning are often synonymous; you want to ensure your retirement savings will last your lifetime, providing the income you need to sustain the lifestyle you want. Your plan should include provisions for emergencies and other unexpected expenses as well as resources to enjoy your retirement “bucket list.”
We know this type of complex planning can be an overwhelming task. Horizon Financial Services, LLC can help you create and manage a plan to protect your financial well-being, now and in the future. Already retired? It’s never too late to put a plan in place or review an existing plan to identify possible areas for improvement.
Our approach to income planning includes a review of your income sources and expenses, any debt you currently have, as well as any large expenses you are expecting. Your retirement and income plan should be dynamic and flexible so we’ll help make sure it keeps pace with your life and budgetary needs, working long after you retire.