We will understand your second-half-of-life dreams and help you construct a retirement plan and income strategies that can help keep you living well, doing good, and enjoying life! Retirement gives you the freedom to do what you want to do, powered by the resources, knowledge, and wisdom you have accumulated.
What Do We Stand For?
At Commonwealth Retirement Advisors, we believe in 6 core principles that guide us to serve you with the highest level of integrity.
Why is it important to have a
A man and woman, each 60 years old, have a joint life expectancy of 31 years.
– IRS Publication 590
1. Construct a Written Plan
We believe those who have a written plan have a better chance of success than those that don’t.
2. Keep Your Plan Updated
The world changes and you change. Plans should be updated annually.
3. Position Your Income To Rise
Your expenses are likely to rise. Your income should rise as well.
4. Think Long Term
We believe no one can successfully and consistently time the market.
5. Manage Risk
Risk management is more important than return creation.
6. Details Matter
Your account registrations, beneficiaries, wills, trust, powers of attorney, and other documents should be kept up to date.