Preparing for Retirement
D. Jake Denning, CFP®, MBA
LPL Financial Advisor
No group feels the uncertainty of the financial markets more than those nearing or just entering retirement. Now that the economy has recovered, new questions and challenges arise: Will you need to work longer than planned? Do you need to increase savings or adjust spending? What can you do now to better protect your assets and your lifestyle in retirement?
As a CERTIFIED FINANCIAL PLANNER™ Professional, I can help you find the answers you seek. I’ve focused my efforts on understanding the unique challenges people face in preparing for retirement, and to provide personalized guidance that puts my clients’ goals first.
It’s important to understand that my approach doesn’t begin with answers or solutions. Instead, it begins with questions and a conversation that will help determine what is unique about you and your situation. Once we’ve determined your needs, preferences and goals, I will provide the analysis and research required to develop a strategy tailored to your individual needs that reflects your objectives and tolerance for risk.
Please call me at (208) 656-1000 and allow me to introduce myself and learn more about your concerns. It would be my pleasure to help you move forward with confidence as you make the most of this new and exciting stage of life.
There is no assurance that the strategies discussed will be suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to affect some of the strategies. Investing involves risks including possible loss of principal. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Beehive Federal Credit Union and Beehive Investments and Insurance are not registered broker/dealers, nor are they affiliated with LPL Financial.
- Not NCUA Insured
- No Credit Union Guarantee
- May Lose Value