Retirement Planning

We all hope to retire some day, on our own terms and with some level of financial security and peace of mind. One of our specialties at The Trust Company is helping people decide where their “paycheck” will come from when they retire.

We work through a lot of variables with our clients:

  • When should or could you retire?
  • Do you plan to keep working in some capacity?
  • How much will you need to retire?
  • How much will you have?
  • How can you accrue more?
  • What mix of savings and investment strategies will be appropriate at different stages of your life and career?
  • What about Social Security? When can, or should, you start claiming it?

You have many, many options depending on your life circumstances. Get in touch today so we can help you create a unique strategy to ensure that your money lasts as long as you do.