Retirement Income Planning
“Americans worry most about running out of money in retirement.”
— American Institute of CPAs, April 8, 2015
It’s clear that you need a Comprehensive Retirement Income Plan
And here is some good news: it doesn’t have to be a daunting process, and you won’t have to go it alone. It is a process to create a retirement roadmap to help you:
Understand the five key financial risks facing retirees
Determine how to maximize your income sources
Develop a custom, comprehensive plan that considers health care, long-term care, Social Security timing, all household investment assets, all income sources, all expenses
Planning for the Three Big Risks in retirement
Three risks that can damage your retirement security:
TIMING RISK – What if I pick a bad year to retire?
INFLATION RISK – Will my income keep pace with rising prices?
LONGEVITY RISK – Will my income last my entire lifetime?
We use an investment process that seeks to reduce these risks, with the objective of providing inflation-adjusted income for life.
For more information or to schedule an appointment,