Do you find retirement choices overwhelming?
Our Retirement Planning Checklist will help you make sure you address the necessary tasks before retiring. If you are not already working with an advisor, we believe it is important to start active planning at least a year before you actually retire in order to minimize any tax surprises and make sure you have considered all issues. Please see our Retirement-Planning Checklist.
After reviewing the Checklist, if you don’t have an advisor or think you might be better served using a fee only advisor who is a fiduciary to you, give us a call at 864-272-0818 or email admin@globalviewinv.com for a no cost, no obligation retirement planning review.