Retirement Planning

Seeing The Whole Picture, Taking The Right Steps

Financial planning is not an event, it is a process. At Xcel Financial Group, our advisors are financial planning specialists who will work with you one-on-one, developing a deep understanding of your financial objectives, personal preferences, family situation and risk tolerances, and then designing a life plan around you. Working as your personal CFO, we will meet with you regularly to:

  • Get to know you and your family and what’s important to you
  • Help you identify and prioritize your long-term goals, focusing on retirement
  • Create a vision of your future—your lifestyle, where you’ll live, and how much it will cost
  • Forecast the growth of your portfolio making realistic assumptions that you agree with about the risk you are willing to accept and the investment returns you should realistically expect
  • Model different scenarios for achieving your goals showing you how different decisions—such as retiring a couple of years later or working part-time—can impact your nest egg
  • Help you make the best decisions that fit your current situation and long-term expectations

When you retire, you'll reap the rewards of your advance planning

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