Do You Know The Key To Never Outlive Your Money?
Making your money last throughout your life used to be simple: Retire at 65, acquire bonds, and live off your Social Security and pension. No big deal. At the end, you weren't expecting to live much past 70, anyway.
Things are different now. Interest rates are at historic lows, pensions are extremely rare, and people are living longer. Sure, you can still retire, but your bonds may only earn around 2% and you're likely to live until your 80s and even 90s. And pensions? Don’t even think about them; the vast majority of people are on their own in today's 401(k) plan world.
So How Can I Make My Money Last?
If you want to adopt a life of enjoyment in retirement while making sure your money lasts as long as you do, it will take one thing: plan for it. Money can go really fast during your retirement, but here at Copley Financial Group, Inc. we can help you make it last.
Creating A Comprehensive Blueprint For Your Future
Your financial life is not about the stock markets and dividends. It’s about you and your family. Your priorities at every stage of your life. We will help you find a customized approach to help you make your goals a reality, your plans an actuality, and overcome challenges along the way. Let’s start by exploring your life priorities.
Why Work With Us?
Working with the help of a Financial Planner can potentially bring an annual median return increase close to 3.5% than if you do it on your own? This difference can have a meaningful impact on wealth accumulation over time. For a 45-year old person working with the help of a Financial Planner it could translate to 79% more wealth at age 65¹.
Median Return
¹²Help in defined contribution plans by Aon Hewitt
Plan Your Future With Us
What We Can Do For You
Retirement Planning
Annuities & Insurance Solutions
Tax Planning Solutions
Investment Management
Medicare
Mortgage Solutions
Wealth Management
Social Security Maximization
Legacy Planning
What Sets Us Apart
Fiduciary
We’re Bound Legally & Ethically To Act In Your Best Interests
Independent
We Always Offer The Product That Is Best For You, Period
Fee-Based
Through Integrity & Trust, We Enhance The Value Of Our Professional Advice
Contact Us
We believe no one should have to worry about the financial security during this stage of life. Therefore, we offer complimentary retirement planning consultations, give you advice, and show how we can help find a strategy that is appropriate for you.
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