Retirement Planning
Everyone is unique
and planning the lifestyle you want to live in your retirement years requires a unique plan to help ensure that dream becomes reality. At Wealth Management we get to know you and help you build a foundation on disciplines and strategies to deploy now, so your future is a plan and not just a dream. However, with the variety of financial and lifestyle options, the complexities of retirement savings vehicles, and the uncertainties of longevity and inflation, the retirement may seem uncertain.
There are a number of areas to assess now and ongoing that help us build that solid foundation for you:
- Current State: Are you on track to meet your retirement goals?
- Retirement Timing: Is your date flexible? Are you able to retire early? What is the impact if you work longer?
- Lifestyle Options: Are you looking to change career? Are you thinking about buying a new house? Are you selling a business? Are you looking to attend college or sending a child?
- Retirement Allocations: What retirement vehicles will optimize your retirement savings?
- Social Security: When is the optimal time to begin drawing on social security?
- Retirement Income: Which investments do I draw first during retirement to maximize portfolio longevity and to minimize taxes?
Contact Info
4710 W. Saginaw Hwy., Suite A
Lansing, MI 48917
517-323-2063
hmartin@wminstitute.com
Disclosures
Investing involves risk including the potential loss of principal. Consider your risks and objectives before investing. This is for informational purposes only and should not be construed as tax advice. Consult your tax advisor regarding your specific situation.
Securities and advisory services offered through Madison Avenue Securities, LLC, a Registered Investment Advisor, member FINRA and SIPC. Advisory services also offered through Wealth Management Institute, Inc., a Registered Investment Advisor. Wealth Management Institute and Madison Avenue Securities, LLC are not affiliated entities. Frank Cherniawski is securities registered in: AZ, CA, CT, FL, GA, IN, MI, MO, NC, OH, WA and Advisory Licensed in CA and MI with Madison Avenue Securities, LLC. Please inquire with the advisor about your state prior to further discussion or any decisions.
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California Disclosures
Frank Cherniawski, Certified Financial Planner, is filed with the Commissioner and has not been disapproved. Personal state of domicile and principal place of business is Michigan. California Insurance License Number: 0B81627.
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