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Richard Taborda, CFP®

Retirement Planning


Will you be financially independent when you retire?  Will your invested assets be sufficient to maintain your standard of living and allow you to pursue your interests and activities?  Increasing life expectancy has made saving for retirement more complex.

We will work with you to determine your future needs.  Together, we will project and plan for various scenarios, taking into consideration the following:

  • Current assets
  • Planned savings
  • Realistic returns on investments
  • Inflation
  • Other sources of income
  • Current and future expenses

Retirement marks a new and exciting chapter in your life.  It’s never too soon or too late to begin planning. We can help you prepare.

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IMPORTANT DISCLOSURES


Copyright © 2016 LBT Wealth Management, LLC.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NJ and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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