Retirement Planning

Why is important to Plan?

Personal planning is important because it is the determining factor of your satisfaction with your retirement lifestyle. Financial planning is crucial because it identifies your sources of income and expenses and establishes your retirement budget, based on your personal plan.



Comparative Chart (for ilustration purpose)


100 People at Age 65

  • 54% Dependent
  • 36% Working
  • 5% Deceased
  • 4% OK ($1 Million)
  • 1% Wealthy ($5 Million)




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