Retirement Planning
Whether you are 25 years away from retirement or it’s right around the corner, it’s crucial that you are intentional about your retirement investing plan. Making informed and intelligent decisions about our retirement requires understanding your lifestyle requirements, investment strategy, and your retirement savings plan that can make an incredible difference in living your best life in retirement.
Retirement Consulting
If you are looking at an imminent retirement, or simply want to plan ahead, then you are in the right place. We can look at your individual situation based on your age, current investments, income, housing, expenses, and retirement goals to help you build a comprehensive retirement plan to fit your lifestyle.
No two people are the same and it really takes a consultative look at your entire financial and professional footprint to determine what options make the most sense to you.
Tax-Free Retirement Annuities
If you are looking at an imminent retirement, or simply want to plan ahead, then you are in the right place. We can look at your individual situation based on your age, current investments, income, housing, expenses, and retirement goals to help you build a comprehensive retirement plan to fit your lifestyle.
No two people are the same and it really takes a consultative look at your entire financial and professional footprint to determine what options make the most sense to you.
Optimizing Social Security
Strategically optimizing Social Security to get the most out of retirement income
Over 10,000 Baby Boomers retiring daily today, there is a lot of uncertainty when it comes to Social Security. Do you take it early? Do you collect it while you’re working? Are you entitled to other benefits? What’s included? What healthcare costs might impact your required income needs? These are just some of the questions that come up that we can help answer and put people on the right path with the knowledge they need to succeed in retirement.
We offer individualized consultations that show you how to optimize your social security income so that it can go the distance of your retirement. During your consultation, we will work together to run various options such as taking Social Security at 62 (taking the 25% reduction) or wait until age 70 (taking advantage of the bonus), and how investment strategies with this income can affect your retirement. We’ll cover eligibility requirements and answer any questions you may have.
See how to retire with the lifestyle you've dreamed of that you've worked so hard to achieve!
