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Planning for Retirement

The secret to a long life is grandchildren.There was a time when most working Americans could plan on working for the same company for their entire career, invest in the company retirement plan and count on that to keep them comfortable in their retirement life. That was a different time In today's world many of us will work for several companies and have several careers during our working years. That means we have to take charge of our retirement planning and prepare to have enough set aside to carry us through our retirement years. Social Security is one element of your plan; however, that alone will not provide enough to maintain your current lifestyle.  Before setting up a savings and investment plan for your retirement you must first establish a goal.

Plan to be comfortable in your retirement.


To do this ask yourself the following questions:

  1. Where do you want to live? What would you like to do?
  2. What will it cost on a monthly basis to fulfill item one?
  3. Are you at risk from any health issues that may appear as you age?
  4. What are your current assets and investments?
  5. Contact DuHamel & Associates to work with you to help you accomplish your goals.

 

 

 

 

 

 


We can work with you to design a retirement plan specific to your goals. We take into consideration your vision of the future and mix it with the reality of your present financial state then weigh that against your investment risk tolerances to develop a strategy that you can realistically live with.

Visit our Information Request page to fill out a brief financial survey and get started planning for your retirement future today.

 

*Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 • (800) 874-6910. DuHamel & Associates Insurance and Financial Services, Inc. and PSEC are independently owned and operated companies. PSEC is not liable for ancillary products or services offered by this representative or DuHamel & Associates Insurance and Financial Services, Inc.
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DuHamel & Associates
Insurance and Financial Services. Inc.
5235 Mission Oaks Blvd., #349,Camarillo, CA 93012
(805) 484-9719 Fax (805) 484-2568
Insurance Inquiries: [email protected]
Securities Inquiries: [email protected]

Terry DuHamel - California Insurance License # 0762754

DuHamel & Associates Insurance and Financial Services is not an affiliate of PlanMember Securities Corporation.