Retirement planning is often the first thing people think of as it relates to financial planning. We can help you navigate any confusion and establish a strategy that gets you through each phase of retirement and puts you on the path to achieving your financial goals.
It's critical to build the proper foundation and habits early. This phase involves making decisions on how much to manage your cash flow, where to save, and how to respond to market volatility.
Account Types to Consider:
By now, you're ready to retire and have been contemplating financial independence, but you're not quite certain you're in a position financially to reduce your workload or stop entirely.
Common Questions:
All of your hard work has gotten you to this point. This is the phase in which we can help you determine how to start replacing your salary by efficiently utilizing the assets you've accumulated.
Strategies for Consideration:
It's important to get started thinking about retirement, and saving for retirement, as early as possible! This timeline guides that process.
Retiring from any profession brings up a lot of unanswered questions, especially when retiring as a medical professional. Explore the downloadable guides we've created to help start your plan for a comfortable retirement.
We are here to help you determine which option is the best for you. Our team of financial planners can walk you through your options and help you craft a plan that is specific to YOUR situation.
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For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
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4350 Congress Street, Suite 300 Charlotte, NC 28209
Office: (704) 557-9750
Fax: (704) 557-9670
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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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