Retirement Planning

Today, in addition to previous ideals, retirement is often a new beginning, a change in direction or just one of many stages you envision in fulfilling your dreams and goals. Some may spend time giving back to their community, others working on their relationships, spending more time with family, focusing on self enrichment and others may take on entire new careers or even travel the world.

Retirement Considerations

A successful retirement should include preparing and maintaining a comprehensive financial plan encompassing all your financial needs, risks and options. You should also work with your advisors to address the emotional and family issues that may arise during this time.

Whether you are currently working and planning for your retirement or are already retired, it is never too soon to begin addressing these issues.

Are you aware how much is needed for you to Retire? Are your long term goals identifiable?

Are your investments in line with those long term goals?

Are you familiar with your pension plan elections? Lump Sum Payouts vs. Stream of Payments? Joint-Survivor vs. Single Life distribution?

Never too early

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Other Services

Education Planning

Most people agree that an investment in higher education usually reaps its rewards in higher long-term earnings & greater job satisfaction.

Business Solutions

CWP understands that as an owner of a business there are considerations that can be considered complex when it comes to the future continuity

Estate Planning

Many people share the common misconception that estate planning is something only done for death and for very affluent individuals.

Special Needs Planning

Disabilities impact a large segment of people including everything from hearing and sight loss to needing twenty-four critical care.