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Retirement Planning

 

Retirement Planning Helps You Achieve Your Financial Goals.

You spend the majority of your life working towards retirement, wouldn't it be nice if it was comforting rather than worrisome? To get it right, retirement takes planning. Whether you have an existing retirement account established or are looking to start saving, planning is the first step. 

The Road to a Comfortable Retirement.

Together we can create a plan to take the stress out of retirement and give you the ability to focus on the things that mean the most to you. Creating a formal retirement plan allows us to: 

  • Define your financial goals.
  • Determine your optimal retirement age.
  • Evaluate if you're saving enough.
  • Establish what your retirement income will be during retirement.
  • Calculate how long your savings will last.

A Customized Plan to Fit Your Needs.

At JMB Financial Managers, we take retirement planning beyond the basics. Together we can review other more complicated aspects of retirement planning such as social security benefits, the need for long-term care, and handling health care costs during retirement all while helping you pursue your other financial goals. 

By understanding the costs of retirement and delegating the responsibility of tracking it all, you will have more time to spend on the meaningful aspects of life such as your family, hobbies, and activities.

Begin Saving for Retirement Today.

Take the first step. Schedule a free consultation with us to start saving for a more comfortable retirement. 

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Contact info

  •   43 Corporate Park Suite 104, Irvine, California 92606
  •   949.251.3544
  •   jack.brkich@ceteraadvisors.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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