304 S. Harbor City Boulevard, Suite 200
Planning for retirement is really just one question after another, isn’t it? After you settle the big question of when to retire, then comes all the logistics about how to retire. This is a major life transition, as you move from accumulating wealth to distributing the wealth you have earned. It’s important to establish a plan as early as possible so you can retire when you’re ready without doubts or uncertainty. We’ll help you determine the path to your retirement, and make adjustments to your investments or insurance to help you get there at the right time.
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.