Retirement Planning Services

Prepare for the Retirement you Want

Enjoy confidence with a solid retirement savings plan. Tejeda Financial provides retirement planning services in Wichita, KS to help you retire when and how you want.

Answers to Your Retirement Questions

  • “When should I start saving for retirement?”
  • “Am I saving enough for retirement?”
  • “How much money do I need to retire?”
  • “When should I start taking my Social Security benefits?”
  • “What happens to my retirement accounts when I turn 72?”
retirement planning

Wichita Retirement Planner

Unfortunately, most people aren’t saving enough for retirement. That’s why retirement planning is so important. At Tejeda Financial, we encourage our clients to start thinking and saving for retirement early in their working lives. As an experienced Wichita retirement planner, Angie Tejeda can simplify planning for early retirement, evaluate your saving strategy as you near retirement age, and even offer strategies once you’ve retired.

Retirement Planning for Women

At Tejeda Financial, we focus on helping women plan for retirement. We want you to feel comfortable asking questions, and we’re here to help you make informed decisions about when and how to save for the retirement you want.

Personalized Retirement Planning

Even if you participate in your employer’s 401(k) or other retirement program, you have other savings options. Investments, pension plans and individual retirement accounts (IRAs) can all be used to fund your retirement. Tejeda Financial will evaluate your current financial situation and then present you with options that may help you retire with the income you want.

Retirement Planning Process

  1. Evaluate your current age and the age you expect to retire. This tells us how many working years you have left so we can assess your level of risk tolerance. In general, more aggressive investments are favored in the younger years and more conservative options are best as retirement age approaches.
  2. Define how much you will need to retire. Here’s where we’ll look at both your current and expected income and expenses. We’ll also take into consideration things like inflation and where you plan to live.
  3. Set goals and prioritize them. For most clients, retirement is one of several savings goals. Angie will help you develop a strategy for saving for retirement while accomplishing other goals such as paying down debt or paying for a child’s education.
  4. Decide where to save and invest. You’ll receive personalized recommendations for a mix of retirement investments and accounts to help you pursue your goals. A good place to start is with your employer-sponsored retirement plan, if applicable, especially if they match contributions. Your custom retirement savings plan may also include a Roth IRA, traditional IRA, self-directed IRA, Simple IRA, SEP IRA, depending on your situation.
retirement planning process
financial planner

Why Choose Tejeda Financial

At Tejeda Financial, we’re consultants, not dictators. You can count on us for professional guidance and answers to your questions, but you’re free to make the decisions you feel comfortable with. Angie Tejeda, MBA MRFC, has more than 20 years of experience helping clients plan for post-work life. She focuses on building personal relationships with her clients to get to know their overall financial picture. Angie will thoroughly review your retirement goals before recommending a customized plan that works for your individual needs.

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