Most of our clients come into their first meeting with a laundry list of questions when it comes to retirement planning. There are some common myths and misconceptions about retirement, along with the natural anxiety which accompanies many of life’s major events. But the financial advisors at Bogart Wealth help clients to find the answers they need, dispel unwarranted concerns and, ultimately, to develop the retirement plan they have spent a lifetime earning.
Whether you talk to one of our financial advisors in Woodlands, Texas or McLean, Virginia, or in any of the states in between, you’ll likely encounter a similar batch of questions from us. We need to know about your goals, your financial situation and your long-term plans before we can begin to help you build the retirement plan that’s right for you.
There are many factors to consider, both before, during and after you decide to retire. Our retirement planners will help walk you through it. How you decide to distribute funds, as well as when, can have significant implications on your long-term income and investment potential, as well as your tax burden. You also will need to consider your spouse, heirs and other dependents. And then there’s your lifestyle, cash-flow requirements and long-term financial security to consider.
Many of our clients employ sophisticated, highly specialized retirement planning strategies designed to protect their wealth while providing for the lifestyle they desire. Once their plans are in place, we monitor their performance – and keep an eye on changes in tax code, financial markets and trends that might affect them. And we encourage our clients to monitor any developments in the world which might affect their plans as well.
To that end, we’re posting detailed, to-the-point pieces designed to help clients as they work with us to build the retirement plan that’s right for them.
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Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Bogart does not serve as an attorney, accountant, or insurance agent. Bogart does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Bogart’s representatives, in their separate individual capacities, can be engaged to be provide insurance sales/services as described on Bogart’s written disclosure Brochure (a copy of which is available upon request), per the terms and conditions of a separate engagement and compensation.