7112 Crossroads Boulevard
We believe that retirement is one of the most complicated and important financial journeys you will take in your life. Every journey requires planning, direction and goal setting. One of your most important tools is a good map. Our retirement roadmap is different for each person we work with, taking into account their lifestyle, their goals during retirement, their income needs, their long-term health care needs and their other financial goals and liabilities. The general outline of our retirement roadmap looks like this:
Our proprietary Retirement Road Map process is designed to help our clients achieve simplicity and confidence during their retirement years.
It’s focused around 5 key areas of your current financial life.
Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life. This typically includes:
Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month. This typically includes:
Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities.
This typically includes:
We will create a plan to help you protect yourself against rising Long-Term Care costs utilizing a minimum of the asset base. Plan to include:
It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner. By working collaboratively with a qualified Estate Planning Attorney, our goal will be to help you:
For more information about any of the products & services listed here, schedule a meeting today or register to attend a workshop.
Or give us a call at 615.661.9554