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RETIREMENT PLANNING TAILORED TO YOU

Have you considered what it will take to not only retire, but realize your retirement goals? You may have aspirations of enjoying the finer things in life when you retire—and we can help you set the appropriate goals to get there.

When planning for retirement, ask yourself:

  • What percentage of my current income level will I require in my retirement years?
  • Who will be financially dependent on me in my retirement years? My parents? My children?
  • At what age do I plan to retire?
  • How much do I currently contribute to my retirement plans?
  • How effective is the asset allocation model I am using for my retirement assets?
  • Where will retirement income come from if my spouse or I are alone (divorced, widowed)?
  • What legacy do I want to pass on to my loved ones?

Whether you have a retirement plan that needs revising or you’re ready for a fresh start, our financial advisors can help you plan for the most common retirement challenges and devise an approach that’s best suited to your goals and current financial capacity. 



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130 EAST EPLER AVENUE, SUITE A | INDIANAPOLIS, IN 46227 | PHONE: (317) 786-8001 | FAX: (317) 786-8030


Ehlen Heldman is the marketing name for Ehlen Heldman & Company, P.C. and EHC Wealth Advisors LLC

 


Check the background of this financial professional on FINRA's BrokerCheck.