Retirement Planning in Lancaster, OH

Retirement has been at the top of some people’s minds their entire career. For others, it just pops up on their radar as they get older. In either case, it’s not too late to put a plan in place.

That said, the earlier you get started, the more likely you are to secure your finances and achieve your desired post-retirement lifestyle. Understanding your Social Security benefits is one of the best ways to ensure that you are in a comfortable position.

Get started by scheduling an initial consultation with Royal Oak to discuss your financial future. Together, we can maximize your Social Security benefits so that your retirement is as worry-free as possible!

Social Security Planning That is Adapted To You

There is a good chance you have been accumulating Social Security benefits throughout your entire career, which is why they are one of your most important income sources in retirement.

But, Social Security and retirement planning can be extremely overwhelming, especially since so many myths surround the process. Truthfully, most of the information out there about social security and 401k planning is overgeneralized and does not take into account your unique financial goals.

Working with a Royal Oak retirement consultant takes the guesswork out of Social Security planning. Our solutions are designed for your long-term success. We take a complete look at your financial situation to decide what filing strategy makes the most sense for you. Your filing and investment strategy should be based on you — not arbitrary financial advice.

Retirement Consultants For Workers and Spouses in Ohio

Our financial planners can also help Lancaster residents apply for Social Security survivor benefits. Unsure if you’re eligible?

You may qualify if you are:

• A surviving spouse who:
  • Is at least 60 years old (or 50, if you have a disability)
  • Was married at least nine months
• A qualifying family member such as a:
  • Minor or disabled child
  • Grandchild, stepchild, or step-grandchild
  • Dependent parent
  • Ex-spouse

Let’s discuss now, so as you near retirement, the only worry you have is deciding which beach to retire to. Contact the top financial advisors near you to start planning for your future.

Royal Oak Financial Group
123 S. Broad St. Suite 230
Lancaster, OH 43130
740-277-7222