Retirement Planning Today
Class | Available
The methods employed to amass wealth differ significantly from those essential to sustain it during retirement. Discover how to craft a tailored retirement blueprint by:
- Defining your objectives for a fulfilling retirement.
- Grasping the fundamentals of financial planning, including strategies to counter inflation and taxes.
- Allocating investments in line with your projected expenditures.
- Assessing your insurance needs and implementing estate planning strategies.
Thomas Herkert
Thomas Herkert is a Financial Planner with Westchester Financial Advisors in Tarrytown, NY. Tom provides financial planning, asset management and other wealth management services. His professional background includes over 25 years in practice as a CERTIFIED FINANCIAL PLANNER® professional. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.