Retirement Planning

Retirement Planning


There is more to retirement than the financial aspect. As holistic financial planners, NCA takes the time to get to know their clients and their vision for the future. We help you answer the tough questions: Do I have enough money to retire? What happens if I live longer than average? Can we afford a vacation home? Should I roll over my pension plan? What if I need nursing home care? When should I start taking Social Security? Together, we will work through these questions and others as they arise.

Our retirement planning software, while sophisticated, is also flexible enough to calculate many “what if” scenarios to determine if they are attainable. Your Financial Advisor’s experience will help you come up with many possible solutions to meeting your retirement goals and objectives. It is also our job to point out shortcomings and provide a disciplined approach to achieving those goals.

Retirement planning is not a one-time event. It is very dynamic and needs to be addressed and evaluated on an ongoing basis. Your financial planning team will be sure to make it part of your meetings throughout the year.

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