Retirement Planning

Retirement planning is hard work! Our clients tend to have just one financial question regarding retirement: "Will my money last?" Due to individual circumstances, as you can imagine the answer will be different for each client.

At SCG, we do not engage in "one size fits all" answers. Instead, we encourage our clients to consider (1) their current standard of living and (2) what, if any, adjustments they are willing to make now and/or later to their standard of living during retirement. Regardless of your answers, proper planning for your retirement years is crucial.

Retirement planning today is a careful balance of saving money, investing wisely, and managing lifestyle expenses. At SCG, we make it our business to help our clients decipher the variety of retirement savings options available to them: 

  • Qualified savings plans such as Traditional IRAs & Roth IRAs
  • Employer sponsored qualified savings plans:
    • 401(k) plans
    • 403(b) plans
    • 457 plans
    • SEP IRAs


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