Services Provided
Retirement Planning
At any age, it is valuable to evaluate our financial situation to be sure that we are on track to meet our retirement goals. The Adviser works closely with clients to model their expected financial inflows and outflows for the full range of their anticipated retirement. Various scenarios are prepared to test the likelihood that the necessary resources can cover retirement needs. The information provided in these scenarios allows the client to better understand the answers to the following questions:
- How much money needs to be saved before retirement?
- At what age does it make sense to retire?
- When should social security and other pension benefits be started?
- How much risk is reasonable to take in an investment portfolio?
- What type of lifestyle can be afforded during the retirement years?
POLERO ICE ADVISERS, L.L.C.
2250 Broadway, Suite 14A
New York, NY 10024
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Telephone: 917-837-0440
Fax: 212-769-4450
Email: kimpg@polero.org