12 May 2020

Does your financial plan stack up?

Few people can visualise their retirement, but most would hope, at the very least, that it is a comfortable one.

Many of us will ask: -

- Will I be able to retire when I want to?

- Will I run out of money?

- How can I guarantee the kind of retirement I want?

Planning your financial future is not only important for your security, but it also provides peace of mind. Never has that been truer than today, in these uncertain times.

Cashflow Planning is at the core of every financial plan that we build for our clients and it helps to address the questions above (and many more beyond that).

A lifetime cash flow plan should help you to:

- Produce a clear and detailed summary of your financial arrangements

- Define you and your family’s version of the ‘good life’ and begin working towards it

- Produce an analysis of your personal expenditure, balancing your incomings and outgoings

- Combining this together with your pensions, savings and investments into one financial plan.

All in all, helping you towards achieving and maintaining financial independence no matter what roadblocks appear along the way.

The short video below helps to bring this to life.

If you want to discuss your financial plan with one of our pension specialist advisers please get in touch for a no obligation discussion. Call us on 01786 431703 or email us at info@retinvest.co.uk