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Retirement Planning

Retirement Planning

Trust Arvest Wealth Management to Help You Meet Your Retirement Goals

After years of working hard, providing for your family and giving your children a good start in life, you’re probably looking forward to enjoying a comfortable and carefree retirement. However, with the rising cost of living and increasing life expectancy, you will probably need more than what a Social Security or pension check can provide. Make sure you have established a solid financial plan.

Begin by asking yourself:

  • What do I want to do during retirement?
  • When do I want to retire?
  • How much can I expect in Social Security or pension income?
  • Will I still have a mortgage, or will my home be fully paid?
  • What will I have in monthly expenses?
  • Will I need to pay for health insurance or will I qualify for Medicare?
  • Do I have savings accounts that I can draw upon if necessary?
  • How long will my savings last if I need to make withdrawals?
  • Will my spouse be provided for if I am no longer here?
  • What do I want to leave as a legacy to my children?

You’ll want to meet with an experienced professional to develop or review your retirement plan. Arvest Wealth Management Client Advisors can help you create a reliable retirement income, grow your long-term assets, plan for taxes and protect you and your family from unexpected events.

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(888) 916-2121