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3320 Skyway Drive, Suite 712A, Opelika, AL 36801

205-278-8219
Megan@ffgofthesouth.com

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Let our team help you with retirement issues critical to your financial well being, such as:

  • Retirement planning
  • Tax reduction strategies
  • 401(k) plans
  • 403(b) plans
  • College funding
  • Money purchasing plans
  • Profit sharing plans
Retirement Planning<br /><br /> The 2017 Retirement Confidence Survey found that only 18% of workers are very confident they will have enough money in retirement, and 70% of workers plan to work for pay after they retire<sup>1</sup>. Further, 60% of workers and their spouses reported they have saved for retirement &#8211; a decline from 75% reported in 2009. To help guide you toward retirement income security, we offer: <ul> <li>Needs assessment</li> <li>Retirement income modeling</li> <li>Benefits analysis</li> <li>Distribution options</li> </ul> <br /> <sup>1</sup>Employee Benefit Research Institute and Matthew Greenwald Associates, Inc. &#8220;2017 Retirement Confidence Survey.&#8221;&#160;

Retirement Planning

To help guide you toward retirement income security, we offer:

  • Needs assessment
  • Retirement income modeling
  • Benefits analysis
  • Distribution options
How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.