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702 Rio Grande
Austin, Texas 78701

(512) 474-8300
james.kelly@ceterafs.com

 
 
 
 
 

Retirement Planning

Like any important activity, the best way to get started is to know where you stand right now: take an inventory.

Do you know how much money it will take for you to retire comfortably and stay comfortably retired?

If you don’t know and we decide to work together, I will sit down with you and help you figure it out. This analysis is completely complimentary and comes with no strings attached. I'm confident that after we meet , you’ll see the benefits of approaching your finances holistically.

Accumulating enough money to retire comfortably involves many factors, and personal savings can play a large part. To make sure you have enough savings put away, I prefer a fee-based investment strategy that is passive in nature and uses low-cost institutional mutual funds. However, since every situation is different, we always consider different investments for different situations and can always supplement your core investments with other assets like real estate or annuities.