Retirement Income Planning

For the most people who think about retirement the biggest question is “Can I afford to retire now, or should I wait until later?” The Retirement Income Planning is designed to answer this and many other important questions. It begins with a very thorough interview where we discuss you, your family, your goals and wishes. We want to know everything about you that will help us build a plan tailored to your specific situation.

By analyzing the actual cash flow and available resources this process will address concerns about future unexpected expenses, timing of claiming social security benefits, healthcare costs, uncertainty in the investment markets performance, tax liability and much more.

The process gives people peace of mind and helps them enjoy their long-awaited retirement years instead of worrying about not being able to afford things they love doing.