Retirement Income Planning
Who is it for?
Retirement Income Planning is for individuals and couples who are preparing for, transitioning into, or who are already in retirement with under $1 million.
Have more than $1 million in investable assets?
Our Retirement Income Planning Program is right for you if you have ever asked the following:
- What pension option should I choose?
- When should I start collecting social security?
- What do I do with my retirement accounts?
- Am I invested properly?
- Should I invest in a Roth?
- Should we review our estate planning documents?
- Could we be saving on our taxes?
Income Planning Includes
- Retirement projections and future monthly income plans (which includes pension selection and social security timing)
- Proactive investment guidance in line with overall financial goals
- Creating and maintaining estate planning documents in coordination with your plan
- Minimizing your tax liabilities and making intentional tax savings decisions
- Understanding the role of life insurance and survivorship planning
What is the cost?
- Starting at $3,200 ( you can get started with $500 down and $225 per month for 12-months)
- Also includes enrollment in our Smart Planning Tax Planning program, which combines proactive tax planning with financial and investment planning.
- Clients enrolled in this program also receive one annual personal tax return preparation at no additional cost
