Retirement Planning

When we talk about retirement with clients one of two questions get asked fairly early on in the conversation. The first question we’re asked is ‘Will I have enough?’. The second question is ‘What lifestyle can I afford?’

These questions are natural and essential to ask. However, without a general idea on what retirement looks like – answering these questions is a guess. We work very hard to determine what our clients want out of retirement so we can build conservative cash-flow plans around that specific life. This process means we can answer the initial questions of ‘Will I have enough? and ‘Will my savings last?’ with greater confidence.

We working with best in class experts to deliver a solution that gives you confidence and clarity on your retirement options. We would love an opportunity to chat to you, to hear your story and see if we can make a real difference to your financial success. Contact Frank on frank@trinityfinancial.ie or 01 908 1236 to discuss.