Can I realistically retire?
Is the best strategy for generating retirement income?
Much can I afford to withdraw each year and still make my money last?
Tax strategy supports higher spending potential?
Should I invest my money?
Determine your retirement lifestyle goals and match your retirement income strategy.
Maximize spending power to support retirement lifestyle with consistent and sustainable income.
Create a retirement income protection strategy that manages the unique risks involved with retirement.
Develop a strategy for claiming Social Security benefits that creates efficiencies and long-term spending potential.
Decide what healthcare decisions to make based on a plan to hedge contingent healthcare costs.
Plan for long-term care needs and cognitive decline and develop a strategy to manage their impact.
Tax planning is sensitive to portfolio growth potential, increased long-term wealth, and higher spending potential.
Review non-financial aspects of retirement success.
When we first meet, we’ll cover the big picture goals of your retirement and why you need our expertise. Are you approaching retirement and want to make sure you’re covered? Are you newly retired and want a fresh look at your income strategy? Whatever concerns you have; we’ll sit down and identify what solutions we can provide.
With the big picture high level components, we will Talk about the details of your retirement plan and goals from the retirement questionnaire. What works? What doesn’t? What do you want to change or do differently? This will help us figure out your priorities and what we need to do to ensure your successful retirement.
After we have a good understanding of who you are and what you want, we will take a deeper dive into your finances. We will identify opportunities that will help you get where you want to be. Once we have discussed our recommendations, we will input this information into our Retirement Income Optimization software. During the process we will always keep you up-to-date on our progress.
