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Financial, Retirement, and Estate Planning

How much do I need to save to retire?

This is THE MOST common question we receive when it comes to retirement planning. And, guess what? There are more right answers to this question than there are people on earth. Some people prefer a quiet evening at home and others prefer a night on the town. Retirement looks very different for everyone. Sometimes two spouses have completely different ideas!

We look at the whole picture and ask a lot of questions, such as,

  • When do you want to retire?
  • How much are you willing to set aside and save now to make that happen?
  • What do you want to do during retirement - travel? Buy an RV? Visit grandkids across the country? Move to a lake house?
  • Do you want to leave an inheritance for your children? Your favorite charity?
  • How long do you want to stay in your current home?
  • How is your health?
  • Are you anticipating any special costs or needs like a child or grandchild's wedding?
  • What kind of vehicle do you want to drive and when might you need a new one?
  • What types of hobbies or leisure activities will you be doing?

Whether you're a homebody or a world traveler, we'll help you define your goals and how you can reach them. It's never to late to plan!

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How can I prepare for our meeting?

To make the most of our time together, it's best if we have a wide view of your financial picture before we meet. CLICK HERE to download a list of the documents and information we most often need.

These documents should be delivered to us at least three business days in advance of our appointment. You can either upload them to your SOS Online Account or drop them off at our office. Please check our website or social media for our current office hours.

SOS Online Account