Retirement Financial Planners

Good financial planning starts with a client-tailored plan. No matter what age you are, it’s never too late to begin retirement planning. At Vaughan & Co. Securities, Inc., our seasoned financial planners in Ridgewood, NJ, help you choose and manage an investment plan based on your goals and risk tolerance. Whether you are in the middle of your career, you are several years away, or even a few months, from retirement, schedule a consultation with us to strengthen your portfolio. Some of the services we offer include:

Clients in Mid-to-Late Careers

  • Determine lump sum necessary to support your standard of living with an annual raise. We provide asset allocation advice for your employer plan
  • Advice regarding your parents and their assets
  • Handle acquisition of a vacation home factoring in economic and family considerations, such as estate taxes

Clients at the End of Careers

  • Provide retirement investment planning for early and “normal” retirees
  • Help in decisions regarding Social Security
  • Address the need for long term health care
  • Update wills, including provisions for universities and other nonprofits
  • Prepare Heirs to handle Investments

Click on the attached PDF Files to learn more about:

Social Security Benefits
Social Security Memo

Contact us if you have questions about pre-retirement investment advising services. We proudly serve clients in Ridgewood, Bergen County, and throughout the greater Northern NJ area.