Tax Prep, Retirement Planning, and Successful Financial Advice

With the drastic change in the economy since 2008, planning for your retirement has become increasingly difficult. Given the unstable job market we’re currently in, attempting to plan your financial security decades down the road can leave you feeling a bit uneasy and overwhelmed. Studies show over 80% of people ranging from ages 30-54, aren’t confident they’ll be able to afford retirement by the time they reach their early 60s. This makes the idea of developing and implementing a retirement projector and planning for your future more important than ever before.

Advisors Match is an independent marketing organization that has been serving as tax, legal and financial planners and advisors since 1982. With over 35 established offices in the Northeast and Florida, Advisors Match are the leading founders in creating a new platform that combines both tax and financial planning all in one. After recognizing the problems people are facing with their savings as a result of the recession, they’ve expanded to create a retirement projector service called, “The Advisors Match Retirement Report” which, in just 5 simple steps, aims to create a solution to common retirement concerns that the client can visually see and adjust.

These essential steps include:

• The Clarity Booster Conversation
• The Data Gathering Experience
• The Retirement Deficit Identifier
• The Red Line Eliminator Process
• The Annual Review Updater

By working with Advisors Match, you can ask yourself these common questions:

• Can I continue my present standard of living into my retirement years?
• When can I retire without running out of money?
• How could my situation change during turbulent economic times?
• What are the possible solutions if my situation changes?

The “Advisor Match Retirement Report,” enables you to forecast various “what if” situations at the click of a button. Their retirement projector process will also be able to identify at what stage you may experience a yellow (caution) or red line (out of money) situation, and given their prestigious background in the financial planning and accounting environment, they’ll easily be able to eliminate the red line situation by constructing straight forward and accessible goals you can meet along the way. Advisors Match number one goal is to bring clarity and objectivity to the clients needs, and ensure your future is a financial safe one.