It’s easy to set your retirement contribution percentage on autopilot and forget about it. At Kletschke Wealth Management Group, we believe planning for retirement shouldn’t be a one-and-done topic of conversation, but something that deserves a comprehensive, experienced approach throughout your lifetime! 

If you are still working, our goal is to develop a plan to get you to retirement, but it doesn’t end there. We dig in further, asking questions such as:

• What do you envision for your retirement?
• What might it cost to get there?
• How can your investment plan help support you?
• What other income streams might be available to help?
• When do you begin Social Security?  

And if you are already retired, we will ask:

• What might your healthcare costs look like the future?
• Is your home set up appropriately as you age?
• Who will step in to help you with your affairs when you need it?
• How will your withdrawal rate impact your ability to have your portfolio last through your lifetime?