Always Staying One Step Ahead

Retirement planning for every life stage.

Whether you’re 25 or 55, retirement planning is a critical part of your financial journey. While many perceive retirement as a closing chapter, Law & Associates views it as a beginning to a season of life dedicated to enjoying the rewards of a long, hard-worked career. Whether your vision of retirement includes spending time with friends and family, exotic travel or just enjoying the simpler side of life, it’s never too early or too late to begin planning.

At Law & Associates, we understand everyone’s view of retirement is different. We work hand-in-hand with our clients to develop a tailored plan that carefully considers today’s financial challenges while establishing a realistic and sustainable path to your retirement aspirations. Our innovative planning process begins with listening to your needs and goals, gaining a clear understanding of your retirement vision and developing a holistic strategy that evolves with your life. No matter where you are in the retirement process – accumulating wealth, getting ready to retire or currently enjoying retirement – our team of advisors will help you maximize your savings and investments.

Our Personal Approach to Retirement Planning

Saving for Retirement
We work together to gain a full understanding of your needs, goals and retirement aspirations. Our team will develop a holistic plan with strategies to help build your wealth, evaluate your risk tolerance and optimize your investments. Throughout our relationship, your Law & Associates team will meet with you to ensure your plan remains on target. Your retirement lifestyle greatly depends on a disciplined approach during this stage.

Approaching Retirement
With retirement nearly at your doorstep, paying careful attention to your finances becomes even more important. Now is the optimal time to assess where you stand with your goal planning. During this stage, we re-evaluate previous retirement planning goals, assumptions and risk tolerance.

Enjoying Retirement
While enjoying the rewards of a life well-planned, maintaining your retirement lifestyle requires continued evaluation. Managing your money in this stage remains critical. We continue to partner with you in reviewing your asset allocation, portfolio income needs and associated risk tolerance.

Planning for your retirement is one of the most important things you can do to preserve your future and financial legacy. Law & Associates offers a broad range of experience, solutions and tools designed to help you meet your retirement vision.

“As a planner, there’s nothing more rewarding than helping our clients enjoy and experience the rewards of retirement that many years prior was simply a vision.”

Janice Henderson, CFP®
Chair/CEO, Law & Associates
Branch Manager, RJFS