Secure Your Financial Future with our Retirement Planning Services

Do you know how much money you’ll need to retire at the age you desire? You’ve worked hard to save for your retirement—now make sure you have the proper financial safeguards in place to make that money last your lifetime.

Our dedicated financial advisors at CMJ will work with you to ensure that you’re saving enough to live the comfortable lifestyle you deserve. We will review your IRAs, Company 401(k) plans, savings and investments and determine how much you need to save and invest in order to be able to retire at a certain age.

Our retirement planning services include:

  • Evaluating your current financial situation regarding retirement goals
  • Assessing your sources of retirement income (Social Security, Pension Plans, IRAs, 401ks)
  • Identifying the best ways to invest and save for retirement
  • Creating an individualized budget to meets your retirement goals
  • Helping you understand and avoid any potential threats to retirement security