Creating a path to a bright future is attainable and defining your dreams for an ideal retirement is what AVID wants to do for you.
Making a positive transition from your working years takes careful and continuous planning. We can help you make the right decisions now, so that your assets and income streams are able to provide for your desired lifestyle in retirement. We can help determine if you “have enough money to retire”. We help answer questions such as: Do you need to work longer? Can you retire earlier than planned? Should you be saving more for retirement? Do you have to change your current lifestyle?
We help you plan your lifestyle in retirement; your planned expenses, your needs, your wants, and your dreams for an ideal retirement. We help you evaluate all of your assets and future projected income streams to determine if you can achieve your goals. Next, we help you define your ongoing investment objectives in order to accumulate assets for retirement and help you to grow your wealth through our investment management services. Finally, we help monitor how your assets are growing so that you stay on track.
The key question that retirees have is “Will we outlive our retirement assets?” We help you determine if you can maintain your lifestyle and achieve your goals. Many retirees have a long list of wants in addition to their needs. Many wish to travel and have other goals that require funding. We help you consider your needs, wants and dreams and assesses whether you can do the things that you dreamed of doing.