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Jericho Office

500 North Broadway,

Suite 251A
Jericho, NY 11753

Retirement planning

Many of us spend years dreaming about, and saving for, retirement. But few of us have actually given a great deal of thought to the actual process of “retiring.” Will you be leaving the workforce altogether or working part-time? Maybe you’re even thinking about starting a second career? The most important thing is to feel comfortable with your decision, and that can only be accomplished by thoroughly planning ahead! 

Retirement planning is a tricky process, and one that requires careful calculation and patience. It’s important to plan for income distributions during retirement far in advance in order to maintain portfolio growth and minimize tax consequences. One way we may help you accomplish this is by segmenting your assets into safe, liquid short-term investments and long-term investments with higher growth potential. 

Everything we do for you centers on helping you plan to achieve your financial goals prior to retirement; making sure you have sufficient income during retirement; and creating plans to protect your retirement funds.  We’ll continue to monitor and review your retirement plans and consult with you frequently about any changes or updates needed to address your evolving retirement lifestyle needs.

 At NxtPhase Financial, we believe that retirement can – and should – be some of the best years of your life. A time to travel, perhaps, or to pursue interests and hobbies in comfort and leisure. By taking into account your financial objectives, time horizon, and tolerance for risk, we can work with you to develop an investment strategy geared toward making your retirement years live up to their promise. Our primary goal is to make sure all our clients retire with dignity. 

We look forward to working with you!

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