At PJM Financial Literacy, we believe it’s never too early to begin retirement planning. Based on your unique situation, we provide practical advice to help make your financial dreams a reality. We develop retirement planning projections and strategies for retirement income.
After gaining an in-depth understanding of your needs, we develop retirement planning projections that include necessary annual savings, inflation, income taxes, desired spending in retirement, health care concerns, retirement timeline, special retirement goals (i.e. gifting, travel, inheritance), and sources and strategies for retirement income (social security, pensions, use of the portfolio, etc). Contact us to find out more about our services.