Client Resources

Retirement Planning

Develop a Strategy

72%1 say they are concerned about the future of Social Security. After working so hard for so long, you shouldn’t have to worry about where your income is coming from retirement.

Yet only 29%2 have a written financial strategy for retirement.

1 https://www.transamericacenter.org/docs/default-source/retirement-survey-of-workers/
tcrs2018_sr_18th_annual_worker_compendium.pdf
2 Ibid.

Every retiree needs a common-sense written plan for creating and sustaining a lifetime of income. As your retirement guides, we will help navigate you up and down the peaks of retirement to help you live your best life.

Retirement Peak Income Plans

Our income planning strategies address our four Retirement Peaks, while stress-tested for market and economic changes.

FOUR RETIREMENT PEAKS:

  • Retirement Income
  • Asset Growth/Protection Strategies
  • Cost of Care
  • Wealth Transfer/Legacy Planning

Whether you’re still climbing the Retirement Peak, standing on top, or enjoying the descent of retirement, a strategic income plan will address six stress points along the journey to keep you on the trail.

As experienced guides, we continually monitor the stress points that you may encounter along your climb or descent.

SIX RETIREMENT STRESS POINTS:

  • Taxes
  • Inflation
  • Fees
  • Market Volatility
  • Income Distributions
  • Longevity

Are you prepared to start your climb?

Retirement Income Plan

To talk to our team about a complimentary Retirement Peak Income Plan, fill out the form below:

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