Retirement Planning

Retirement Services Altoona & Retirement Services Lake Ariel

Can you afford to retire?

We all wonder if we will have a sufficient amount of assets to fund our retirement. A successful strategy requires planning and constant attention.

It may seem burdensome, but proper preparation is the key to success and financial independence in retirement.

Have you:

  • Completed an analysis of your ability to retire?
  • Written a plan for working toward your retirement objectives?
  • Been monitoring the performance of your investments to see if you are on track toward your retirement goals?
  • Established an asset allocation in writing that governs how assets are diversified within the portfolio?
  • If you have answered “no” to any of these crucial questions, we should talk.