How We Help - Soon To Retire

While you're working, retirement can seem like a far-away dream. You know that it will come eventually, but not without planning and effort. For many, they don't know where to begin and are worried about making the wrong decisions.  We are here to help you with the uncertainty, BBA Wealth Management works to build you plan to incorporate the following areas:

  • Making work optional
  • Mortgage review
  • Estate planning
  • Cash flow planning
  • Asset allocation
  • Social Security
  • Insurance shift
  • Health care

Our process will help answer important questions such as:

  • When can I retire?
  • Do I have enough?
  • Am I able to leave a legacy?
  • Will I survive a market downturn?

As experienced financial planners, we will also know what questions to ask you:

  • What sort of lifestyle do you want?
  • How do you want to spend your time?
  • Will you gradually transition out of work and into your leisure lifestyle?
  • Do you plan on vacationing?

Many people may be financially ready to retire, but have not thought about non-financial matters, which are often more meaningful. As a fee-based financial planning firm, it is in our mutual best interest to build a long-term relationship that adds purpose to your retirement. The only way to do this is to build a financial plan centered around you. By assessing your entire financial situation, we will determine the first step to get you on track to a happy retirement. If you are looking to retire, we would be happy to speak with you about your options.