Retirement Planning

Financial independence at retirement is everyone’s goal. Getting there is a result of careful planning, calculations and projections. At Putney, we guide our clients to make the most of tax deferred savings through IRA, corporate retirement plans and annuities. With this approach, our clients can maintain a comfortable lifestyle throughout the next chapters of their life.


A number of questions are important to consider:
•    When can I retire?
•    Can I keep my current lifestyle or improve it?
•    Am I ready for another financial crisis, or an unexpected expense?
•    What will I leave for my heirs or charities?

Start early, start now, just start!  It’s no secret that starting contributions to your retirement early in life will have a significant impact on the quality of your life in retirement. No matter when you start, it’s best to optimize your retirement investments and know the rules. Various programs have maximum contribution amounts and are regulated by tax laws. Putney is well versed in these and is ready to help you now.