RETIREES

Do you know whether your assets will be sufficient enough to last through your retirement years?

During today’s uncertain economic times and volatile markets, are you asking yourself:

  • Am I on track to reach financial independence? 

  • How much will I need, and how much is enough? 

  • Are my retirement goals feasible, and what do I need to accomplish between now and then to achieve them?

  • Are there steps I could be taking to preserve my savings from loss?

If you're already retired, perhaps you are asking:

  • How much of my savings can I spend without compromising my income?
  • When and how much should I begin drawing from my retirement plan?
  • When and how should I reposition investments to generate income, especially in a low interest environment? 
  • When should I take Social Security or early retirement from an employer?
  • How can I best supplement Social Security income? 
  • How can I manage my income tax liability? 
  • What is the best way to help assure my income keeps up with inflation?
  • Am I doing all that I can to protect my estate as it passes to my heirs?
  • How can I protect my savings should a medical crisis or long term care need arise?
 If inflation averages just 4%, you will need THREE TIMES the income at that time to support the same lifestyle that you have today.
We can help you accomplish that!