Retirement Income Process, Strategies, and Solutions
We are committed to working with you to:
- Create an effective retirement income plan to help you maintain your desired lifestyle throughout retirement.
- Identify retirement income needs and objectives and evaluate your current situation relative to those goals.
- Choose appropriate strategies to address income gaps.
- Evaluate sources of retirement income, including executive benefits, life insurance, benefits provided for federal employees, and planning for business owners.
- Evaluate taxation, estate issues, and other risks to the retirement plan.
- Choose appropriate strategies for monetizing assets over retirement.
- Integrate approaches, risks, products, and strategies to help create an effective retirement income plan.
- Prepare alternative solutions to mitigate plan risks.
- Recommend the optimal Social Security claiming age appropriate for your situation.
- Choose the optimal retirement age.
- Choose appropriate uses of annuities.
- Understand the issues in building a retirement portfolio.