Retirement Planning

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Retirement Planning

Retirement planning today is much different than it used to be. People live longer now, and yet the majority of folks still wish to retire at age 65 or less. The new challenge becomes how to fund 30+ years in retirement.

With regard to retirement, there are three common questions we hear:

“When can I retire?”

“When should I start my social security income?”

“Will I outlive my money?”

Lifetime Income Need

There can be a long, happy life after retirement, but living does cost money. You will need a consistent and on-going income stream that you won’t outlive, and that allows you to maintain the standard of living for which you are accustomed. That seldom happens accidentally, and it takes careful planning.

Other Considerations for Retirement:

  • Health Care Needs
  • Estate Protection
  • Coordinating Retirement Income
  • (Social Security, other pensions, IRAs, Employer retirement plans, & other savings)
  • Charitable Giving
  • Wealth Transfer to Beneficiaries

Contact us and we will help you assess if your current financial plan effectively addresses your retirement goals.

We offer

  • Retirement Plan Rollovers
  • Traditional IRAs
  • Roth IRAs
  • Real Estate IRAs

Aligned Interest

Our success depends upon our clients' success. We examine issues from the same side of the table as you. That common purpose builds a strong relationship of trust and partnership.

Social Security Maximization

For those who are already retired or approaching retirement, deciding when to start receiving your social security benefits may seem obvious but there are factors that can affect the amount of benefits you end up receiving. We can help you sift through the rules and maximize your social security income.
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