Because Retirement Income Planning is very different from the planning one does when accumulating and getting ready for retirement, you need to understand these important differences to be able to recognize the potential changes to your current investment planning which might be necessary as you approach your retirement date.
With our proprietary Retirement Income Planning process which is aimed to help you achieve Retirement Optimization as graphically represented in the chart above, you will be more confident in the decisions you've made and the after-tax income you will receive during your post-retirement years.
To learn more about our proprietary planning process, please click the button below to download the outline.
With retirement often lasting 25 to 30 years or more, many of our clients are understandably concerned about outliving their savings. To help our clients prepare for the retirement income they both desire and deserve, we help you leave as little as possible to chance by planning in advance and exploring all of your options. To avoid a savings shortfall, it is critical to spend the time now to plan for you to have the capital necessary to afford the retirement lifestyle you desire.
Our goal is to help you choose among the various tax planning, insurance and investment strategies for your specific situation in order to maximize your after-tax retirement income including:
Planning without at least some modeling to show and compare the differences between strategies is just guessing. Planning without proper implementation is inviting failure. Even a mediocre plan with proper implementation will beat the best plan that is poorly implemented.
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