2920 South Jones Boulevard
A World of Financial Strategies...
Comprehensive Retirement Income andFinancial Planning With No Boundaries
If you’re within 5 years of retirement the time to start a budget-based academic retirement income plan is crucial. Surveys show that 66% of new retirees are retiring without a formal retirement income plan.1 Many near retirement have no idea if they are retirement-ready.
A retirement income plan begins with a carefully detailed budget, based upon the cash flow needed and goals you have during retirement. We work “for you”, to design a well-defined budget, do analysis of your Social Security benefits and pensions if you have them, as well as healthcare costs to make sure your budget is “realistic and true to life!” We analyze future taxation on your retirement income, help to relocate your retirement savings into the correct investments to match your spend-down and tax situation, all based upon an academic approach and your unique goals and situation.
If you are within 5 years of retirement or you retired with no planning, we can help. Once your living retirement income plan is approved by you and implemented, we track and monitor your plan and review frequently with you!
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
"Only a life lived for others is a life worthwhile."
- Albert Einstein
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to retirement income planning.
It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.