Why Do You Need a Financial Plan for Retirement? Think About How to Enjoy Your Golden Years With a Financial Advisor near Akron, OH
After a lifetime of working in one of the nations’ All-America Cities (4-time winner!), you’ve earned the retirement you’ve dreamed of. But many of our clients don’t even know what that looks like. Whether you have a pension or an investment in a 401 k or IRA, managing your wealth without a financial planner can lead to unnecessary risks.
Happiness in retirement isn’t just about making sure your financial plan is safe. It’s about keeping active and having a purpose. Maybe that’s finding local entertainment or hosting a block party.
Are you really able to relax and have a blast, without going into debt or running out of money in retirement?
Envision this: your investment management is handled by someone else, so you get to enjoy all Northeast Ohio has to offer.
Let’s take a tour and consider your possible future financial journey: finding new places to explore and returning to old favorites.
Leave Behind the Risk Management and Explore Downtown Akron, Ohio
While you let your financial advisor keep track of your wealth management, you get to enjoy all the events Akron’s famous for.
Interest in the area artist? Spend some time exploring the gallery at the Akron Art Museum. A collection of contemporary art in a beautiful setting – you can’t miss the building! It might be the best work of art of all, but that’s a matter of opinion. The garden on the property also makes for a beautiful spot of green in the city.
If you love theater, catch a show at the Akron Civic Theatre. A piece of history, designed by architect John Eberson, it’s one of only 5 remaining atmospheric theaters left in the country. Come early to enjoy the feeling of the open sky inside and the Mediterranean design. Stay for the show, too!
Interested in spending more time outdoors without leaving Akron?
Spend the day on the grounds at the Firestone Country Club. The Firestone Country Club has hosted championship events by the PGA Tour for over sixty years – and has been voted the best stay & play summer trip by Midwest Golfing Magazine. With no work on Monday morning, why not take a long trip to live the life of a professional golfer?
Or treat the grandkids to the Akron Zoo. Clean and conveniently sized to tire everyone out without getting overtired. Enjoy the experience at your own pace.
Keep Your Trips as Diversified as Your Asset Allocation When You Explore Nature at Cuyahoga Valley National Park
If you love getting closer to nature, look no further than Cuyahoga Valley National Park. With outdoor activities suitable for all seasons, you’re sure to find something that suits your style. Skiing? Bike trails? Scenic railroad? Viewing Cuyahoga Falls? Bird watching? Find the activities that you want – as you should in a good retirement.
But if you haven’t been to the F.A. Seiberling Nature Realm, you won’t want to miss this, either. A well kept park with many resident butterflies will delight the whole family.
And all of this without putting a strain on your income – thanks to generous donations.
Take a Day Trip to Cleveland, Ohio
Ready to get out of Akron and find fun things to do nearby? Since your fiduciary financial advisor is watching your investment strategy, you won’t need to micromanage your investments. Treat yourself and take a fun day trip to Columbus, Cleveland, or Pittsburgh.
Maybe you’re a music lover. Have you been always wanting to go to the Rock & Roll Hall of Fame? No need to put it off longer!
Want to experience the beauty of Phipps Conservatory? Pittsburgh is only 2 hours away.
Looking for a relaxing outing with good food and amazing craftsmanship? Don’t forget to take your time exploring Amish country. You’ll be sure to find a perfect retirement gift for yourself.
It’s Your Retirement: Discover Fun Things to Do in Akron and Leave the Wealth Management to a Fiduciary
If you weren’t already looking forward to retirement, I hope you are now.
Routine is great, but many of us get used to the day-in, day-out grind of working, so when it comes time to retire, we don’t even know where to start.
But there’s a whole world out there to explore.
It can take working with a financial planner to create an investment philosophy that truly addresses your risk tolerance and goals. But not all financial services are created equal. Comprehensive financial planning provides the security people need to understand their cost of living and cash flow in retirement.
Once you’ve got a retirement plan you can trust, you’ll have the confidence to relax and take all the trips you’ve always wanted to.
While I can’t set your itinerary for your vacation, I can make sure your financial itinerary keeps you away from any pitfalls. With my knowledge and experience, we address diverse questions about life insurance, assets under management, estate planning, and more. Our office welcomes visitors: schedule a consultation with me, one of Akron’s top financial advisors, and together, we can guide your vision of retirement into reality.