What is Retirement Planning?

Retirement is a big goal. In fact, it’s at the top of the list for most people when they are saving money. However, what it looks like and how you get there is a very individual solution. You need someone who fully understands where you are now, where you want to be, and what it will take to get there. At Webb Investment Services, we are your partner every step of the way.
At Webb, we specialize in helping you take the appropriate actions and make smart decisions to meet your retirement goals. This is why every relationship starts with a financial plan. We want to understand where you are, where you are headed, and how we can help you get there. Financial plans aren’t done once and never revisited, we continue to update and review your plan as your life progresses, ensuring that we can deliver the best advice for your unique situation.

There are many aspects of planning for retirement including:

  • Identifying all your sources of income
  • Estimating your future expenses
  • Implementing a savings and investing program
  • Managing your investment assets
  • Determining the most tax-efficient means of generating cash flow in retirement
  • Deciding when to claim Social Security benefits

Planning for Your Retirement


Any opinions are those of Laura Webb and Faith Doyle and not necessarily those of Raymond James. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation.

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website of the collection or use of information regarding any website users and/or members.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.