Build a Retirement Plan With Purpose
Retirement planning is about more than simply saving money. It’s about understanding where your retirement income may come from, how much you may need, and how your investments and accounts can work together toward your long-term goals.
We help clients develop a retirement strategy based on their individual circumstances and goals. Whether you’re decades away from retirement or getting closer, having a plan can help you make informed decisions along the way.
Who it’s for
- People who are beginning to save for retirement
- Individuals who want to know if they’re on track
- People approaching retirement
- Retirees reviewing their investment strategy
- Couples planning for retirement together
- Individuals changing jobs or consolidating retirement accounts
What we help clients with
- Retirement investment strategies
- Retirement account planning
- IRA planning
- 401(k) decisions
- Income planning considerations
- Reviewing existing retirement investments
- Developing a long-term retirement strategy
Wondering whether you’re on track for retirement?
Contact information
Preferred Retirement Options, Inc.
3456 E. 17th St., Suite 260
Ammon, ID 83406
Jimmy Hancock: (208) 521-2957
Email: jimmy@proinvestmentcoach.com