Photo of Shane O'Hara, CFP® Shane O'Hara, CFP® Oct 01, 2021

What do you picture when you think of your retirement? If you’re like many people, you probably picture a cozy home near the beach. You picture yourself with free time to enjoy your favorite activities or to be with your family. And while this is what many of us dream of, the reality is, it is difficult to accomplish if you don’t have a plan.

My name is Shane O’Hara and I am a Certified Financial Plannerprofessional at ProVise Management Group. As a financial professional, one of the things I constantly hear from people is how to make their retirement dreams a reality.

Am I saving enough? Which retirement account is right for me? Can I still earn money when I am retired? Have I waited too long to start saving? We’re all experiencing different walks of life and have different questions when it comes to our retirement. That’s why it’s important for everyone to be able to find a professional they can work with to get the answers they need and to develop a retirement strategy that helps them reach their goals.

When it comes to your retirement, you need a strategy that works for you. A cookie-cutter, robot plan simply isn’t good enough. You have individual financial circumstances, individual needs, and individual goals that should be assessed by a real, human financial professional. This way, you can work together to generate a personalized retirement strategy for reaching your goals in a manner that works best for you.

A solid, personalized retirement strategy should be dependable enough to help you save for your goals with a rate of consistency, but it should also contain enough flexibility to account for any life changes, such as getting a promotion or having a child.

At ProVise, we take your life circumstances into account, as well as your personal values and your risk tolerance levels. This means the plan we make with you takes into account the beliefs and values that make you who you are, and we never operate outside of the levels of risk you are willing to take with your money.

If you’re ready to talk to someone about helping you reach your retirement goals, one of our planners at ProVise is here for you. We can work closely with you to develop a personalized retirement plan that can help you reach your goals. We create written plans at a fiduciary standard of care that come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid. Simple as that.