A good financial advisor is particularly valuable when an investor transitions from the accumulation mode to the distribution mode at retirement.
Richard Goselin MBA
Retirement Income Advisor
Coordinating a working career of accumulation into a stream of retirement income that will last throughout retirement is a major challenge and needs the experience of a financial advisor who has developed a specialization in retirement income planning.
Not only do investments need to be carefully managed, but distributions must likewise be managed in conjunction with pensions and social security benefits.
All these sources of retirement income must be coordinated with each other to maximize income and to minimize taxation throughout retirement. The goal is to create a stream of tax efficient, inflation – beating income that will last for decades.
Managing Principal and Retirement Investment Advisor at GSI Financials
Investment Advisor professional with over 30 years of management and leadership experience in the financial services industry. Specializing in Retirement Income Planning, Estate & Tax Planning, Annuities, Women in Retirement and Financial Planning for Business Owners.
