The Elephant in the Room
The elements in good retirement plans are based on many factors, such as current assets, needs and goals, age and health, and a myriad of others.
Because Thorley Wealth Management customizes plans to meet individual situations, we recognize that investment options, insurance considerations, and other financial tools may vary considerably from one plan to another.
However, one element is common to virtually every plan – the Social Security factor: the elephant in the room. Yet the variables inherent in developing a solid strategy for Social Security are also numerous, and they are critically important.
The videos and publications available to be linked from the Social Security Resources box to the right provide a good deal of general guidance for making the right choices. For expert help in making exactly the right decision for you, please contact us for an appointment at (585) 512-8453 or firstname.lastname@example.org.