Approaching Retirement
When you work with us you can expect the following:
- An assessment of where you currently are in relation to your retirement goals.
- Asset allocation review of your current IRA, Roth IRA and company retirement plan accounts.
- Estimation of secure retirement income sources like social security, pensions and annuities.
- Projection of needed funds to supplement your secure retirement income plans.
- IRA versus Roth IRA – which may be best for you?
- Pension income planning – which option may be the best for you?
- Ongoing tracking of your progression towards your goals.
- Assessment of other goals like saving for children’s or grandchildren’s education.
Using our experience of over 21 years in working with retirees may be beneficial to you in accumulating, managing, preserving and finally distributing the wealth you build. Call us at 480-503-1084 to schedule your complimentary, no obligation consultation.
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