Retirement Planning

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Crafting Your Desired Retirement Plan

Transitioning from a lifetime in the workplace to the uncertainties of retirement can be overwhelming, with numerous questions to consider. We are here to guide you through this process, helping you ask the right questions and discover tailored solutions. Our retirement planning services will assist you in:

Discovering your specific needs and goals for your retirement.
Determining the best time to retire by assessing your retirement benefits.
Performing a thorough analysis of your current financial situation compared to your target financial state.
Creating a realistic spending plan that balances your essential needs and personal wants in retirement.
Evaluating your income sources and formulating a comprehensive retirement income plan.

Preparing as You Near Retirement

It's never too early to start planning for retirement. As you approach this significant milestone, Sphinx financial professionals can guide you through crucial planning aspects, including:

Pension plan options
Rollover options
Healthcare planning and choices
Lifetime income planning
Tax strategies

Thriving in Retirement

For those already in retirement, we provide retirement planning services to help you achieve the retirement lifestyle you envisioned. Our dedicated financial experts are here to educate and guide you on essential matters, including:

Medicare plans
Mandatory withdrawals and payout strategies
Legacy and inheritance planning
Tax planning and assessment

Experience the Retirement You've Dreamed Of

One crucial but often overlooked aspect of personal finance is organizing your affairs. This guide is crafted to assist you in gathering essential details of your financial life, freeing you to focus on living life on your own terms.

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© 2024 Sphinx Investments LLC. All Content. All Rights Reserved.
Investment advisory services offered through Sphinx Investments, LLC (“Sphinx”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the principals of Sphinx providing such comments, and should not be regarded as a description of advisory services provided by Sphinx. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.

Personal investment advice can only be rendered after the engagement of Sphinx for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Sphinx manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary.

Any statistical data or information obtained from or prepared by third party sources that Sphinx deems reliable but in no way does Sphinx guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Sphinx and its advisors are properly licensed or exempted.

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