Retirement Planning

Retirement is something we all hope will last for years. Most people postpone the planning process because they think it's not needed yet.

At Bailey & Utley, we discuss your retirement options and select the method that works with your lifestyle goals and objectives.

The basic objective of our financial analyses is to determine if your projected cash flow will cover projected expenses.

It’s never too early to start your retirement planning.

The financial aspects of the retirement plan should be reviewed periodically and as life changes occur. Retirement planning is the first step in developing an overall financial plan that will include other services provided by Bailey & Utley, and services provided by others including investments, insurance and the law. Bailey & Utley can be the adviser who helps you work with other advisers to formulate and monitor your retirement planning.