Every decision you make, whether it's planning your education, pursuing specific designations, embarking on a career, or managing its progression, is driven by the aspiration for a better life for you and your loved ones. However, amid all this planning, have you considered preparing for life after work?
Neglecting to plan for your post-career life may jeopardize the efforts you've invested in your working years, leaving you with more questions than answers. A retirement that lacks proper planning is likely to be marked by financial stress and chaos rather than the enriching experiences and freedom you envisioned.
Retirement planning is not a task reserved for the moment of retirement; rather, it should commence well in advance. We adopt a long-term perspective on your financial well-being, aiming to create a post-work life that is as thoughtfully planned as your working years.
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Last updated: 21 December 2023
Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisers Act of 1940, and a registered Broker Dealer. Lynn Smeraldo is a Registered Representative and Investment Advisor Representative of Innovation Partners, LLC. Check the background of this investment professional on FINRA’s BrokerCheck. This communication is strictly intended for individuals residing in the states of NC, AL, PA, FL, CA. No offers may be made or accepted from any resident outside the specific states referenced. Smeraldo Financial and Innovation Partners LLC are not affiliated entities.