top of page
Retired Happy Couple
Retirement Planning
Retirement planning hasn't changed all that much over the years, however, today's savers face challenges that previous generations didn't have to worry about. Life expectancy is longer, as people are leading more active and healthier lifestyles. The days of working for a single employer for 30, 35 or 40 years are just about over, as most companies have moved away from defined benefit plans (pensions), the very sticking point for long-term employee retention. The reality is, people will have an average of 12 employers during their working careers, and saving for retirement has become a personal responsibility. At AAA Financial Group, we understand these challenges.

Allow us to help you...

  1. Know when to start retirement planning

  2. Determine retirement spending needs

  3. Prioritize your goals

  4. Choose the best retirement plan(s) for you. 

  5. Select your retirement investments.

Helping our clients pursue financial freedom and work toward their long-term goals is at the heart of what we do.
Traditional vs Roth?
 Claiming Social Security?
Taking Required Minimum Distributions?
Employer Sponsored Plan or Self Directed Plan? Perhaps Both?
Pension or Lump Sum?
Need answers? Allow us to help!
bottom of page