Retirement Planning
We Work With Individuals and Families in All Phases of Life.
Your personal finances and investments can become overwhelming and complex. At Sampadha, our main goal is to simplify your financial life.
Retirement Planning and Management:
1. When you can acheive time freedom Analysis
2. When you can acheive money freedom Analysis
3. When can you retire Analysis
4. How much needed to happy retirement
5. Monthly Retirement Contribution Analysis
6. Retirement Kitty Holdings Returns and Risks Analysis
7. Retirement Kitty Projections and Analysis
8. Plan for tax free, tax deferred, tax payable investments
9. Retirement Cash Flow Analysis
10. Retirement Life Style Planning
11. Retirement Income Strategies
12. Safe Withdrawl Rate Analysis
13. Long term care
Few myths and misconceptions of Retirement Planning
- My company or government retirement benefit takes care of my retirement life.
- My investments towards PPF, EPF, NPS and EPS are enough for my retirement life.
- You'll need far less income in retirement to maintain the same standard of living.
- My spouse or children might support my retirement life.
- Not having an idea about how long is your life expectancy
- It's too early to start for my retirement corpus.
Few mistakes of Retirement Planning
- Ignoring the effect of inflation post retirement.
- Not having an idea of how much retirement corpus needed.
- Neglecting the health costs during post retirement life.
- Putting all your all of your retirement corpus in only one Investment Avenue.
- Non timing of estate planning.
Are we right for you ?
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.