Start Your Roadmap for Retirement Today!
Our Roadmap for Retirement process is focused around five key areas to help our clients achieve simplicity and confidence during their retirement years.
Income
- Social Security maximization
- Income & expense analysis
- Inflation plan
- Spousal plan
- Comprehensive institutional money management
Investment
- Assessing your risk tolerance
- Adjusting your portfolio to reduce fees
- Volatility control
- Evaluate ways to reduce risk while still working towards your goals
- Longevity protection
Tax
- Assessing the taxable nature of your current holdings
- Possible IRA planning
- Strategizing ways to include tax-deferred or tax-free money in your plan
- Strategizing which tax category to draw income from first to potentially reduce tax burden
- Discussing ways to leverage your qualified money to leave tax-free dollars to your beneficiaries
Health Care
- Looking at all aspects of Medicare, Parts A, B and D
- Analyzing options for a long-term care plan
Legacy
- Maximize your estate and income tax planning opportunities
- Protect any assets in trust and ensure they are distributed to your beneficiaries probate free
- Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death
Let's Get Started!
Complete the sections below for your complimentary Roadmap for Retirement.