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Financial Planning & Retirement Planning

Is it time to Plan for your futue?

Financial and Retirement Planning is central to what we do at Agostino Financial.  We have enjoyed helping hundreds of clients plan and retire with confidence over the past 20 years.

Retirement means something different to each person.  Whether it's travel, education, a part-time job with purpose, time with friends and family, or a time to rest, we want you to live it your way with enough purpose to get up in the morning and enough money to sleep well at night.  

Although this may surprise you, many people who have retired and dropped out of the race are not altogether happy with their decision. The truth is that traditional retirement doesn’t work for everyone. Instead, people want freedom to pursue their own goals and interests. They want the autonomy to call their own shots––to do what they want, when they want, and where they want.

There are two important steps to take when planning your retirement:

  1. Decide the path you want to take: continuing to work, not working at all––or a combination. If you have a partner, it’s critical to involve him or her in the process.
  2. Put together a plan that will enable you to achieve your goals.

These two steps will help guide you in living a life you love with the money you have––on your terms, not someone else’s. People are still haunted by the old rules and media hype that bemoan their lack of preparedness to reach this artificial goal line of traditional retirement. Many don’t understand that they don’t have to stop working to start retiring.

How will you define your future?  Let's prepare for it!  Let's make a Plan together!

To learn about how we help our clients Plan for their Retirement, please complete the form below and we’ll get right back to you.” 

Thank you!