Financial Planning in Ridgewood, NJ for Pre-Retirees
Want to be able to enjoy your retirement? Then you are going to want to start planning right now—no matter how old you are. Vaughan & Co. Securities, Inc. provides comprehensive financial planning in Ridgewood, NJ, to help you begin planning for retirement. From helping you choose an investment plan to manage it for you, we work with your goals and risk tolerance to guide you to the happy retirement you deserve.
Whether you are in the middle of your career, several years away from retirement, or just a few months away from retiring, don’t wait to schedule a consultation with us. We are ready to help you strengthen your portfolio through our financial planning services, including:
Clients in Mid-to-Late Careers
- We help you determine a lump sum necessary to support your standard of living with an annual raise. We provide asset allocation advice for your employer plan.
- We provide advice regarding your parents and their assets.
- We handle acquisitions of a vacation home, factoring in economic and family considerations, such as estate taxes.
Clients at the End of Careers
- We provide retirement investment planning for both early and “normal” retirees.
- We help you with making decisions regarding Social Security.
- We assist you in addressing the need for long-term healthcare.
- We help you with updating wills—including provisions for universities and other nonprofits.
- We prepare heirs to handle investments.
Click on the attached PDF Files to learn more about:
Social Security Benefits
Social Security Memo
Contact us today if you have any questions about our pre-retirement investment advising services. We are proud to work with clients located throughout Ridgewood, Bergen County, and the greater Northern New Jersey area.
