Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to gauge whether the retirement income goal will be achieved.
We will review your employer-provided benefit programs, including your Health, Disability, 401K, 401K Rollovers, TSP, Pension, Savings, Stock Purchases & Retirement Alternatives.
We determine your ability to pay for college and provide you with alternative financing and savings strategies.
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.