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Analyze

Once we understand your goals, we will conduct a detailed analysis of your current path. We will assess any unnecessary risks that you are taking and evaluate if you are on track to meet these goals.  We will create a plan of action with specific strategies to increase your probability of success.



Structuring Income in Retirement

The number one question we receive from our clients is this: “Do I have enough money to last me in retirement?” While it seems like a simple question, it takes quite a bit of analysis to answer. Planning for your income in retirement is all about individual strategy; there is no cookie-cutter equation or a one-size-fits-all formula. You may have a pension plan or a 401k. You may have other investments you’d like to draw from in retirement, too. Which ones should you use first? Is there any benefit to utilizing one over another? When should you begin taking social security? These are all questions we can help you answer for your individual situation. We will work together to turn all your assets and investments into monthly income that can sustain your lifestyle.