Retirement Income Planning
“Americans worry most about running out of money in retirement.”
-American Institute of CPA’s April 8, 2015
It’s clear that you need a Comprehensive Retirement Income Plan
And here is some good news: it doesn’t have to be a daunting process, and you won’t have to go it alone. It is a process to create a retirement roadmap to help you:
Understand the 5 key financial risks facing retirees
Determine how to maximize your income sources
Develop a custom, comprehensive plan that considers health care, long term care, Social Security timing, all household investment assets, all income sources, all expenses
Planning for the Three Big Risks in retirement
Three risks that can damage your retirement security:
TIMING RISK – What if I pick a bad year to retire?
INFLATION RISK – Will my income keep pace with rising prices?
LONGEVITY RISK – Will my income last my entire lifetime?
We use an investment process that seeks to reduce these risks, with the objective of providing inflation adjusted income for life.
For more information or to schedule an appointment, contact us