Retirement Planning in Portland

At Financial Investment Team (FIT), we believe that it's never too late to start planning for retirement. Whether you're just starting to think about your retirement goals or you simply need a retirement savings checkup to make sure that you're still on the right path, the team at FIT will work with you to develop a customized plan that will help you stay on track.

One of the most common questions that people have when planning for retirement is how much money they will need in order to have financial security and live the lifestyle of their choosing. The best asset that you can have and utilize to help you address this concern is a solid retirement plan. Retirement planning is a comprehensive process of not only helping you determine how much money you will need to save, but also a tool for helping you plan for the expected and unexpected during your retirement years.

A solid retirement plan factors in all of the "what ifs" based on your personal needs and financial goals. Since every person is different, it's important to create a plan that addresses your specific situation now and in the future. Just a few of the factors that a solid retirement plan will help you address include:

• Health insurance needs and considerations. Medical costs can easily affect a person's retirement nest egg, making it essential to factor into retirement planning.

• Social Security and Medicare planning.

• Long term care and life insurance, along with planning for unexpected events that may affect your retirement savings.

• Factoring in the cost of inflation for general living expenses.

• Reaching personal or family financial goals, such as paying for a child's college education during your retirement years.

• Investment and retirement savings strategies to help you reach your goals.

At Financial Investment Team, we use a comprehensive approach to retirement planning that not only addresses where you want to be when you retire, but also the steps that need to be put in place to help you get there. For more information on retirement planning services in Portland, Oregon, contact FIT today.