Retirement and Wealth Planning

WHAT IS RETIREMENT AND WEALTH PLANNING?

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

I seek to help clients navigate these complex retirement issues. He works with clients to identify opportunities for building wealth while employing conservative investment strategies. This ranges from contributing to a 401(k) plan to identifying appropriate IRA investments, mutual funds, and annuities.

As clients transition into retirement, I can offer advice on when to take Social Security, how to minimize taxes, and how to create a steady income stream. Retirement income planning includes analyzing income sources, managing assets, and determining future expenses. He can also help clients determine appropriate long-term care solutions.