Who We Serve

Pre-Retirees are those who are 5-10 years out from retirement. If you don’t already have a solid financial plan in place, now is the time. There are many specific strategies that are most powerful when implemented in the years before retirement that can make a difference in the level of comfort you have in retirement.

Remember: Retirement is not an age, it’s a financial number. It’s important to take specific financial steps now to make sure you get on solid financial ground well before your upcoming retirement. 

Helping Pre-Retirees organize their financial life by building a plan to meet their short-term and long-term goals is our specialty! But what does that even mean?

At Worthen Financial Advisors, we help Pre-Retirees:

1. Get organized, so you can make the most financial impact during these final working years

2. Come up with a plan to pay off debt before retirement, if needed

3. Pair the optimal investment  account types to your goals (High Yield Savings Account, IRA, ROTH IRA, 401k/403B/457, Brokerage, etc)
   

4. Match your investments to your changing risk tolerance 

5. Implement or fine-tune strategies now to minimize your lifetime tax liability

Why not take the first step and book a complimentary consultation?

WHAT TO EXPECT: We’ll simply chat and get to know each other for about an hour. I’ll tell you about our firm and what we do, then we’ll talk through some questions. It could be the easiest life changing step you’ve taken in a long time!