Retirement Planning
Our firm sits on the cutting edge of the available techniques and income modeling that helps you determine how your actions can and will impact the goals you are attempting to reach during this meaningful phase of your life as you make preparations for retirement.
Being that your investments and retirement are intrinsically related to one another, we provide complimentary modeling, similar to that of our investment analysis, to clearly illustrate where you stand under as many variables as are appropriate. We include supplemental Social Security and Medicare analysis as part of our process. We also address the opportunities of benefits analysis and mobility during your working years and how that can impact your retirement experience. We’ll discuss distribution options to be aware of, as well as the meaningful role that long term care planning can play in helping you sustain your income for life. There are a wide range of products we utilize on our clients’ behalf when implementing their retirement plans such as:
- Stocks
- Bonds
- Treasury Bills
- Government Securities
- Treasury Notes
- Brokered CD’s
- ETFs
- Mutual Funds
- REITs
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Variable Annuities
- Fixed Annuities