Retirement Planning
Very few people in their 20s are concerned about retirement, especially when they begin their careers. However, at some point, the realization sets in that a comfortable retirement requires planning and savings years.
Our firm has a very different approach to funding retirement than many other accounting and financial services firms. We believe your assets should work for you as hard as they can to benefit you today as well as in the future. And, since your retirement involves multiple considerations, we address your entire financial picture, not just your retirement savings accounts.
Our retirement planning team provides guidance over many elements, including:
- Risk Alignment
- Liquidity Alignment
- Social Security Strategy
- Sequence of Withdrawals optimization.
We can also assist you in establishing or consolidation of IRA, 401(K) or SEP plans to align with your goals. Our licensed retirement and insurance professionals also leverage the power of insurance products to provide tax-free retirement income for you.
A personal topic like retirement requires considerable thought and discussion that many people are reluctant to do without encouragement. We hope you will reach out to us for a no-obligation discussion of your retirement desires so we might help you develop a plan to achieve your dreams.
