Skip to Content

Retirement Planning

Prepare for life after work.

First Investments and Planning Logo

Granddaughter kissing her Grandma on the cheek

We’ll help you ask the right questions.

We’ll help you find the answers, as well as the confidence that you’ll be okay post-paycheck. Retirement can be complicated. Our job is to help you simplify it.

Take a deep breath. You will retire. However, to make sure your future reality matches your idea of retirement, the right questions need to be asked:

  • How much will I need to retire?
  • When should I draw from social security?
  • Is my 401(k) or IRA enough?
  • How long will I need to draw from my assets?
  • Should I be making adjustments?

Our Team