Steps to plan your Retirement
01
Set Retirement Goals
Define your desired retirement lifestyle, age, and financial requirements.
02
Assess Current Savings
Evaluate your current savings, investments, and sources of retirement income.
03
Develop a Retirement Strategy
Create a plan that includes savings targets, investment strategies, and risk management.
04
Monitor and Adjust Plan
Regularly review your retirement plan and make adjustments as needed to stay on track.
Comfort
Enjoy a comfortable lifestyle after retirement.
Independence
Achieve financial independence post-retirement.
Security
Ensure a secure and comfortable retirement.
Steps to plan your Retirement
01
Set Retirement Goals
Define your desired retirement lifestyle, age, and financial requirements.
02
Assess Current Savings
Evaluate your current savings, investments, and sources of retirement income.
03
Develop a Retirement Strategy
Create a plan that includes savings targets, investment strategies, and risk management.
04
Monitor and Adjust Plan
Regularly review your retirement plan and make adjustments as needed to stay on track.
Schedule a Free Call
Have a question or need guidance?
Let’s talk about your wealth goals.
FAQ
Curious how Sage Capital works?
Our FAQs break it down simply.
When should I start planning for my retirement?
The best time to start is now! Retirement planning is a long-term goal that benefits immensely from the power of compounding. The earlier you begin, the more time your investments have to grow, allowing you to build a substantial corpus with smaller, regular contributions.
How does Sage Capital help me plan for a comfortable retirement?
We work with you to project your future expenses, factoring in inflation, and determine the corpus you will need to maintain your desired lifestyle after you stop working. We then create a disciplined, goal-based investment strategy designed to grow your wealth steadily and securely, ensuring your retirement is a time of financial freedom, not worry.
What investment options do you suggest for retirement planning?
Our recommendations are tailored to your specific needs, but we generally focus on a diversified portfolio that includes a mix of equities (through mutual funds), fixed-income instruments, and other assets. This balanced approach helps manage risk while aiming for steady, long-term growth, which is crucial for retirement.