Wealth and Retirement Plan
Our Comprehensive Wealth and Retirement Plan can help answer the following questions:
- When can I retire?
- What about Social Security...when should I draw? Can I draw spousal benefits? Should I wait? What about Survivor Benefits?
- I have a Cash Balance Pension Plan: is it better to take the monthly annuity payment for life or the cash balance? What about survivor benefits...do I need them? Are there alternatives?
- How much can I safely draw from my retirement assets?
- How much risk should I be taking? Can I measure the risk my portfolio has?
- What about Long Term Care..do I need insurance? What types of plans are available?
- Can I rollover my 401k and still work?
- Should I pay off my home and other debts?
- Can I gift to my children or Charity?
- Can we take any extra withdraws each year for vacation?
Find out answers to these and other questions you have about your retirement. Each plan is custom designed specifically for you.
If you have $250,000 of investable assets the financial plan itself is complimentary with no obligation. If you decide to implement the plan with us, other fees may apply depending on products and services selected.
Please complete information in email and we will contact you to schedule a convenient time to visit or give us a call at 913-825-2626.