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?
