Retirement Planning

Saving for retirement is the most important investing goal for most of us.  In order to successfully achieve a comfortable retirement, it is important to establish and implement a proper plan.

Retirement planning can be broken into two phases:
1) The accumulation phase, where the goal is to grow the retirement assets to the point of being able to sustain a comfortable retirement lifestyle

2) The distribution phase, where the goal is to draw a retirement income from the accumulated assets in a manner that will allow the nest egg to last as long as you do.

To have a successful retirement, it is imperative to take the proper steps during both of these phases.

Jason Nazelrod & Scott Hoskins are investment advisor representatives of Nazelrod & Associates Financial Services Inc., a registered investment advisor in the state of Maryland. Jason Nazelrod, Eugene Nazelrod, & Scott Hoskins are also licensed in the state of Maryland as registered securities representatives of LaSalle St. Securities, LLC, a registered broker dealer. Please inquire about other states in which we are licensed. Jason Nazelrod is a Certified Financial Planner™ by the Certified Financial Planner Board of Standards.

Form CRS