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Retirement Planning

Retirement Planning

In today’s uncertain world, retiring with confidence requires an effective retirement planning strategy that encompasses your needs, goals, and outside risk factors.

At Saratoga Financial Services, we create personalized retirement strategies by reviewing your complete financial picture. After estimating what your living expenses could be once you retire and the annual income you will need to cover those expenses in retirement, we then create a strategy for potentially generating income in retirement. We illustrate your retirement years by seeking to align your financial assets, retirement income, expenses, and distributions with your income needs. Since life is unpredictable, we also may suggest several different scenarios and annually update your retirement strategy to assure you are still on course.

Our objective is helping our clients work towards a financially confident and independent future by providing an effective plan for their retirement.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Please review Important Disclosure Information set forth in the last section of this web site. Due to various state and federal regulations and registration requirements concerning the dissemination of information relating to investment products and services, we are currently required to limit access of this web site to individuals residing in states where we are currently registered. We are currently registered to conduct business in the following states:  Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Maine, Maryland, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont and Virginia.