It’s never too early to start planning for the future. Life has many milestones, and retirement is one that you’ll want to carefully prepare for so that you can enjoy every moment, protect yourself and your loved ones and ensure that your wealth is passed to the next generation according to your wishes.
You never know what the future may hold, but you can certainly put some plans in place that align with how you’d like your retirement to be. We work closely with our clients to understand their vision for the future and tailor our services accordingly. Whether that vision involves spending more time with family, traveling the world or relocating, we’ll build a financial plan that makes your money work harder until the day you retire and beyond.
Regardless of when you hope to retire, putting a retirement strategy in place now will help you understand you may outlive your savings or have to compromise on your future plans due to lack of funds. Our professionals can help you to make the decisions that will help work towards maximizing your retirement fund and allow you to transition into retirement with confidence.
Our retirement planning services consider risk and reward in equal amounts. That means we build contingencies into your plan that help to offset economic fluctuations, take tax considerations into account and which adapt to unexpected changes in your personal life.
Our retirement planning advisors can help you with:
• Defined Contribution Plans
• Defined Benefit Plans
• Executive Compensation
• Long-term Care
Whether retirement is years away or right around the corner, we can help you to build an overall wealth strategy that helps you to plan for the future you want. Our retirement planning and wealth management team will help you to chart a course toward your retirement without losing sight of your immediate financial goals.
Our retirement planning and wealth management experts can help you to make your defined benefit plan work harder for you.
When investing for a major milestone like retirement, you will want to be sure that your contributions are invested wisely.
We can help you to navigate the complexities and take advantage of the opportunities that such a plan provides.
We're here to help you work towards the best possible return on your contributions and investments.
Explore the many opportunities that an IRA has to offer and choose the right option for your retirement plan.
When you have the right long-term care plan in place, you can rest assured that these costs will be covered.
Balfour Hamilton LP
1732 Connecticut Avenue Northwest, Suite 400, Washington, District of Columbia 20009, United States
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Balfour Hamilton LP to provide information on a topic that may be of interest. Balfour Hamilton LP is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
WEAlth Management services provided by our partner, Sovereign Wealth Management, LLC.
Sovereign Wealth Management, LLC is a registered investment adviser located in Virginia. Sovereign Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
All Financial Consultants at Balfour Hamilton LP are Registered Representatives with, Securities and Advisory services, a Registered Investment Advisor, Member FINRA & SIPC.
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