Retirement Planning
When was the
last time your Retirement Plan had a "Check-Up"?
The COMPLIMENTARY Retirement X-Ray Report is your opportunity to have our team of investment and tax professionals perform a series of tests on your retirement plan. We will provide you with a “diagnosis” and recommendations for maximizing your financial health. Whether you’re planning for retirement or are already enjoying it, there are six crucial tests that we will perform for you:
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1.
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Income Sufficiency Test
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4.
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Investment Performance Evaluation
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2.
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Income Tax Examination
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5.
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Risk and Return Assessment
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3.
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Investment Expense Comparison
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6.
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Estate Plan Adequacy
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How confident are you that you won’t run out of money?
The fear that haunts every retiree is what would happen if their money runs out? This is not an unfounded fear. Every year you hear stories of people who run out of money and must then make difficult and uncomfortable choices. To address this issue we perform an analysis to gauge the likelihood of running out of money during retirement and suggest ways to make that possibility less likely and possibly eliminating it. This could help you replace uncertainty with a sense of security and confidence.
What is Income Planning? – a critical component of the retirement planning process that is neglected by most financial advisors. Your Income Plan in Retirement has to be more important than your income plan during working years. We take a holistic approach by integrating all the aspects of a solid Retirement Plan as Social Security Maximization, Tax Strategies, Inflation, Medicare Benefits and changing markets.
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