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A retirement plan designed for you and your goals

As you think about this new adventure called retirement, make certain that you are as prepared as possible.

At Delano Financial Management, we specialize in retirement planning. We act as fiduciaries, which requires us to put your needs above all else. Our seasoned professionals work closely with clients to develop customized investment plans, assist with risk management strategies, and strive to help you achieve retirement goals with confidence.

As you think about this new adventure called retirement, make certain that you are as prepared as possible.

As you think about this new adventure called retirement, make certain that you are as prepared as possible.

Besides the many wonderful benefits, retirement also brings many complex
challenges related to finances, health care, investments, family, and other
important issues.

  • Where will I live? Should I (we) downsize or move?
  • What will I do? Should I work part-time, volunteer, or take up hobbies
  • How much money will I need? What are my expenses likely to be in
    retirement?
  • How much money do I have? Where is all my money, should I consolidate, is it invested properly?
  • What are my likely health-related issues? What should I expect
    regarding my health and health care issues?
  • When should I start taking Social Security? If I retire early, should I
    take it as early as possible? What if I am still working at full retirement age
  • What is the smartest way to utilize my TSP or 401(k)? How do I
    make this money last a lifetime? Can I invest differently and just take the minimum Required Distributions to pass on more to my children?
  • What about my other investments? Which accounts should I utilize
    first, and how do I minimize taxes?
As you think about this new adventure called retirement, make certain that you are as prepared as possible.

So Much To Consider

There are many other topics you will need to address, such as those related to family and elder care, the tax implications of Individual Retirement Arrangements (IRAs) and retirement plan withdrawals, and whether you will simply have to work at least part-time.

Retirement Is Complex and There Are No Do-Overs

Get seasoned advice from Delano Financial Management. Your needs are our only priority, and we work for you and you alone.

Don’t you deserve the same personalized care from a company like DFM that so many other smart pre and post retirees have taken advantage of?

Our financial consultants are fiduciaries and are here simply to help. We are not beholden to a big mutual fund or insurance company. Our opinions and investment advice aim to simply benefit our customers, no one else. We just try to give you the best advice we can during our no cost/no obligation consultations to help you pursue your financial goals-not someone else’s.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

joe.delano@lpl.com | (508) 460-8889