Retirement & Financial Planning Services

Congratulations for taking interest in enhancing your financial future! It is estimated that almost 70% of the people reaching retirement age will not have enough money to provide for a comfortable lifestyle because of a lack of planning during their income-earning years. 

By using PlanQwest services, you will obtain a roadmap to help you reach your financial dreams and goals. You will be provided with assistance in developing your financial plan and, at your choice, receive annual reviews of your plan to make sure you’re on track to becoming financially self-sufficient in a style of your choosing.

Retirement Assets

You will be guided through the following steps in developing your plan:
Establish Your Goals:	What lifestyle do you want at retirement? How much monthly income will you need (adjusted for inflation) in future years? These and other questions will help establish your goals.
Gather Current Data:	What is your current retirement account balance? How much are you now contributing to a retirement plan? There are a number of informational items that will need to be collected.
Determine Future Plan Outcome Based on Current Facts:	Will your current retirement assets and annual contribution amounts be sufficient to obtain your goals? If not, the next step is to…
Establish a Plan:	Do you need to increase your 401(k) contribution? Add more money to a supplemental annuity? Maximize your Roth IRA contribution? These and other questions can be answered by running different scenarios of your plan to determine the best results in building your retirement assets.
Review and Monitor the Plan:	By getting a periodic review of your plan performance, you can make adjustments as your lifestyle changes. Some may need reviews every year while others may need reviews once every 3,4, or 5 years.

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