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Retirement Planning

Spurr Financial will work with you to evaluate whether you are on course for retirement, considering your age, savings, investments, taxes and risk tolerance, to ensure you have sufficient assets to provide for the retirement lifestyle you desire. We will then create the right strategies and investment portfolio to meet your objectives.

This process includes:

  • Retirement savings projections

  • Retirement income projections

  • Investment strategy & recommendations

  • Evaluation of investment vehicles such as

    • traditional and Roth IRAs

    • 401(k) and employer sponsored plans

    • self employed retirement plans such as SIMPLEs and SEPs

    • other savings and trust accounts

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