Retirement Planning

Years ago, “retirement planning” constituted chiefly of figuring out how to spend all that free time. Today, it is far more complex and starts long before dreams of trips around the world, long walks on the beach and quality time with grandchildren even percolate. In fact, it is typical — if not critical — that retirement savings exceed 10% of your income.

Accumulation

The first step in enjoying retirement is accumulating wealth that will sustain you throughout your golden years. Whether you have just entered the workforce or are in the prime of your career, it is never too early, or too late, to craft a sound plan.

Our CERTIFIED FINANCIAL PLANNER™ certificants embody a proactive, strategic and disciplined process that unites financial planning, tax strategies and investment management.

With extensive expertise in retirement savings solutions, such as employer-offered 401k, 403b and 457b plans, as well as a broad range of other retirement savings solutions, Cora Capital Advisors works with you to help you define your retirement goals before building a plan to help you get there.

Our financial planners embody a proactive, strategic and disciplined process that unites financial planning, tax strategies and investment management.