HELPFUL INFORMATION

Managing Your Money in Retirement

Making your savings last though retirement can be difficult. Your priorities can shift over time and you may be faced with unplanned expenses.

At Independence Financial Advisors, we recommend that clients in retirement meet with us often to evaluate their spending and goals. Because as needs change, investment strategies may need to be adjusted.

If you’re not a client, we’d welcome the opportunity to meet with you. Please contact us to schedule a complimentary initial consultation. We’ll take the time to understand what is important to you and carefully explain the options available to help you reach your goals.