Retirement planning means many things to many people. At Moisand Fitzgerald Tamayo, LLC we define retirement planning as, “Identifying, saving and managing resources to successfully achieve financial independence.” The majority of our existing clients rank “planning for a successful retirement” as their number one financial goal. We understand the questions and concerns people have as they plan for and anticipate this special time of life. Whether you’re already retired or 40 years away, having a road map with a detailed financial strategy is crucial to a comfortable retirement. We provide the following services when assisting you with your retirement planning:
We believe retirement planning isn’t a one time event, but a continual process of preparation both financially and emotionally. Financial success during your retirement years doesn’t come from chance, luck or coincidence – but from developing and implementing a disciplined plan.
Preparing a sound financial plan can help to ensure you will be ready for whatever lies ahead. Uncertainty in the financial markets makes having an advocate for your family’s unique interests essential.
601 S. Lake Destiny Road
Maitland, FL 32751
6767 N. Wickham Road
Melbourne, FL 32940