Schedule A Meeting now
Client Login

Retirement Planning

How much money do you need to invest for retirement? What withdrawal rate can you sustain in order to remain financially comfortable and stable in your golden years? We help you answer these tough questions with proper financial preparation and the right retirement planning.

Assess your financial situation to see what you need to save and invest so you can retire.

  • Determine your desired lifestyle in retirement.
  • Optimize savings to create an investment strategy with a determined required rate of return.
  • Learn about social security benefits.

Determine your retirement income strategy and properly prepare for retirement.

  • Assess retirement cash-flows to meet your essential and lifestyle expenses.
  • Develop a retirement income strategy to meet your distribution needs.
  • Learn how to use personal health insurance and Medicare to bridge healthcare needs.

Finalize your income strategy to cover expenses while overcoming 3 main retirement risks – Timing, Inflation and Longevity.

  • Determine age and strategy for claiming social security to maximize benefits.
  • Identify required minimum distribution strategy.
  • Review pension options, savings and tax management during retirement.

Three Big Risks In Planning For Retirement

 

Enjoy your retirement through on-going planning and savvy wealth management.

  • Make sure your money lasts as long as you do.
  • Manage inflation to protect purchasing power and reduce drag on your portfolios.
  • Strategize for market volatility so you protect your assets.
Working Towards Retirement

Assess your financial situation to see what you need to save and invest so you can retire.

  • Determine your desired lifestyle in retirement.
  • Optimize savings to create an investment strategy with a determined required rate of return.
  • Learn about social security benefits.

Determine your retirement income strategy and properly prepare for retirement.

  • Assess retirement cash-flows to meet your essential and lifestyle expenses.
  • Develop a retirement income strategy to meet your distribution needs.
  • Learn how to use personal health insurance and Medicare to bridge healthcare needs.

Finalize your income strategy to cover expenses while overcoming 3 main retirement risks – Timing, Inflation and Longevity.

  • Determine age and strategy for claiming social security to maximize benefits.
  • Identify required minimum distribution strategy.
  • Review pension options, savings and tax management during retirement.

Three Big Risks In Planning For Retirement

 

Enjoy your retirement through on-going planning and savvy wealth management.

  • Make sure your money lasts as long as you do.
  • Manage inflation to protect purchasing power and reduce drag on your portfolios.
  • Strategize for market volatility so you protect your assets.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, MS, NV, OH, UT, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.