You may no longer earn a paycheck, but your assets can still work for you-Invest your retirement principal, anticipate retirement expenses, and prepare your financial legacy. Learn how to distribute and use your retirement investments, life insurance policies, and savings to provide for your retirement lifestyle.
Do you know where your financial journey is taking you? Take the first step toward a financial strategy today. Whether you're getting started or you'd like to evaluate what you already have-a 401(k) from your last job, a savings account, or a life insurance policy that has accumulated cash value. Now you can set a direction for your financial life and work toward your goals.
We begin our financial planning process by determining your financial and personal goals. Although this process may be time consuming, it is critical to the success of your financial plan. At Pohl & Associates we believe educating our clients enables them to make informed decisions about their financial journey.