Are You Ready for Retirement?

Retirement issues for you to consider:

  • Do I have an accurate picture of what my expenses will be?
  • What kind of lifestyle do I want during my retirement?
  • Will I have enough money to maintain my desired lifestyle?
  • Are my retirement savings allocated to match my risk tolerance?
  • What is the most tax-efficient way to have my money distributed during retirement?
  • Do I know all of my options for taking distributions from my IRA or qualified plan?
  • What is the most tax-efficient way to transfer remaining funds to my beneficiaries?

Financial Strategies Process:

Step 1 – Set and prioritize your goals.
We’ll identify your financial concerns together and then prioritize them.

Step 2 – Create a strategy.
You’ll receive a written report that summarizes your financial situation. We’ll then translate the numbers into a strategy you can understand and implement.

Step 3 – Implement your strategy.
We’ll guide you through the steps of how to implement your financial strategy.

Step 4 – Monitor your progress.
Life always changes. That’s why we’ll schedule reviews to monitor your goals and progress.