As a retirement planner at Happy FinServ, I would like to emphasize the importance of having a solid retirement plan in place. Our Personal Capital Retirement Planner is a comprehensive tool that helps our clients manage their investments, plan for taxes, and achieve their retirement goals.
At Happy FinServ, we understand that everyone has unique retirement goals, and that’s why we offer personalized retirement planning services to meet those individual needs. We work closely with our clients to understand their financial situation, risk tolerance, and retirement goals. Our experienced team then creates a customized plan that helps our clients achieve their financial goals in a timely and efficient manner.
Our retirement planning services include managing investments across fixed income and growth products, managing taxes, and other goals like will planning. We also offer services like portfolio rebalancing and asset allocation to ensure that our clients’ investments are always working towards their retirement goals.
We have been providing retirement planning services for over 30 years and have helped more than 2000 families worldwide achieve their retirement goals. Our clients trust us because of the personal relationship we provide and the transparency in our processes. We take pride in building long-term relationships with our clients, and we are committed to helping them achieve their financial goals even after retirement.
Here are some aspects of retirement planning that we undertake at Happy FinServ:
- Understanding Retirement Goals: We work closely with our clients to understand their retirement goals and help them plan accordingly. We help our clients determine their desired retirement age, retirement lifestyle, and the amount of money they will need to achieve their retirement goals.
- Risk Management: We help our clients manage the risks associated with retirement planning by creating a diversified investment portfolio that balances risk and return.
- Tax Planning: We help our clients optimize their tax liabilities by creating a tax-efficient retirement plan.
- Will Planning: We help our clients create a will that ensures that their assets are distributed according to their wishes after their death.
- Regular Reviews: We conduct regular reviews of our clients’ retirement plans to ensure that they remain on track to achieve their financial goals.
Here are some examples of people whose retirement planning we have done in the past:
- Mr. Sharma: Mr. Sharma, a government employee, was nearing retirement age and wanted to ensure that he had enough savings to maintain his current lifestyle after retirement. We worked with him to create a retirement plan that balanced risk and return and helped him achieve his retirement goals.
- Mrs. Gupta: Mrs. Gupta, a business owner, wanted to create a retirement plan that would allow her to retire early and travel the world. We worked with her to create a customized retirement plan that allowed her to achieve her goals while also ensuring that she had enough savings to maintain her lifestyle after retirement.
At Happy FinServ, we believe that a well-planned retirement is the key to financial security and a comfortable lifestyle after retirement. Contact us today to learn more about our retirement planning services and how we can help you achieve your retirement goals.