CASH FLOW PLANNING
Steadfast, comprehensive, thoughtful, and customized financial planning is critical to creating a roadmap that will guide cash flow as seamlessly as possible.
Travel. Trust Funds. Taxes. Tee times. For clients who are approaching retirement, the places where future expenses lurk lie in diverse and often unexpected places. That’s why comprehensive, thoughtful, and customized financial planning is critical to creating a roadmap that will guide cash flow as seamlessly as possible.
The Baby Boomer generation – loosely defined as people born between 1946 and 1964 – is either rapidly approaching this life stage, or well settled already. More than half of Clearstead’s clients fall in this category, giving us a wealth of experience in guiding people toward a thoughtful plan for optimal financial independence.
When creating a retirement cash flow plan, some factors that clients frequently overlook include
Educational expenses for grandchildren
Many clients underestimate the amount they’ll wind up contributing toward college tuition and other related costs for grandchildren, but this is a common expense.
LEARN ABOUT HOW OUR PROPRIETARY PROCESS WILL HELP TO GUIDE YOUR CASH FLOW ON THE RIGHT PATH