Retirement Planning

Retirement Planning includes all the aspects of a comprehensive Financial Plan but with additional planning items included that are important to this phase in your life.

In addition to the standard financial planning items, we will take a deep dive into:

  • Social Security income options
  • Pension payout options and/or ‘creating' your own pension
  • Medicare and Medigap planning
  • Building an income stream while in retirement
  • Planning for Required Minimum Distributions from your retirement accounts
  • Deciding on a Long-Term care or catastrophic illness strategy
  • Lifestyle and engagement while in retirement