Retirement Planning

Planning for Retirement Starts Now

Planning for retirement is important at any age. By starting early, you can take advantage of two key elements of investing: time and compounding interest. As you approach retirement age making a retirement plan becomes even more critical. At James T. Borello & Co., our financial consultants have years of experience working with clients of all ages to create and execute an effective retirement plan.

Retirement Considerations

When planning for retirement, you must consider both your goals for the future and your current financial situation and responsibilities.  

Factors Influencing your Retirement Plan

  • Your current level of debt
  • Your household operating budget
  • The assets in retirement plans
  • What you can contribute to your retirement plans now and in the future
  • Your retirement expenses  
  • Your educational savings goals
  • Your estate planning objectives

At James T. Borello & Co., we take these factors into consideration when advising on your retirement plans. Our consultants are skilled in handling a variety of retirement accounts and helping clients make decisions as they approach retirement age. We help our clients create an asset allocation strategy that will ensure their retirement funds last throughout their lives and beyond.

Contact us to discuss your retirement goals.