Your Retirement Plan

Ask people to name their top five financial goals and retirement always makes the list. At Confluence Financial Advisors, we understand your desire for a sound retirement plan that gives you freedom to work as much or little as you like, play, or explore new opportunities. Your retirement plan is an integral part of our Financial Partnership.

Your retirement plan begins with your goals. Once we understand your time frame and desired lifestyle we create your ‘CFA Retirement Paycheck’. Your CFA Retirement Paycheck provides you with the cash you need each month while conserving your resources. We integrate your pensions, IRAs, 401(k)s, 403(b)s, 457s, SEPs, as well as other assets.

A successful retirement, however, is more than just having the money you need each month. Retirement is one of life’s biggest transitions. We serve as your guide to ensure you are properly prepared so you can enjoy your retirement without fear or worry.
Years from retiring? We begin building the plan that defines the resources you will need and the steps to be taken to build those resources. This includes maximizing tax-free and tax-deferred contributions to retirement savings plans, evaluating deferred compensation options, and taking advantage of all available tax-saving opportunities.

We are familiar with the retirement savings options for many companies throughout the Boulder/Denver area including Oracle, Ball Aerospace, Lockheed Martin, AT&T, IBM, Boulder Community Hospital, Avista Hospital, Cochlear, NCAR/UCAR, CU, CSU, and White Wave Foods. We also work with clients who have Colorado PERA benefits.

Learn more about building your successful retirement plan today by contacting us for a CFA Introductory call.

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When can I retire? How much do I need?