Myrtle Beach Financial & Retirement Planning

Do you have financial and retirement income goals, but don’t know how to achieve them? Our specialists at Godbold & Romanov CPAs will help you identify your income sources, analyze expenses and investments and employ a savings program.

Financial planning should be factored into your mindset as early as possible to ensure a safe, secure, and successful retirement. Our team will talk you through:

• Setting aside enough money for retirement early in your career
• In the middle of your career, setting specific income or asset targets and taking steps to achieve them.
• And, in your retirement window, we’ll partner you with a retirement specialist to work on asset accumulation in the distribution phase, so your savings pay you out.

The steps we’ll walk through with you to begin your financial and retirement planning will include:

• Deciding on when you want to start saving, when you want to retire, and how much you’d like to save or set aside each month.
• Discussing the use of automatic deductions.
• Discussing account options, such as an employer-sponsored 401(k), a traditional Individual Retirement Account (IRA), Roth IRA, a Simple IRA, and more.
• Talking about the benefits of having a cash emergency fund.

If you would like to sit down with us to discuss how we can help you with your tax and accounting needs, contact us for a free consultation.