Retirement Planning

When and how to retire is a psychologically and financially challenging decision. Thinking about preparing for a shift from the accumulation phase of the working years to the decumulation phase of retirement can lead to the fear of potentially outliving your money. Even those with significant financial resources can be affected by the fear that they will be unable to maintain their current lifestyle throughout retirement.

In order to help you gain a greater understanding of your own unique potential for a successful, long-term retirement, a formal retirement income plan can be developed by forming a partnership with a qualified and knowledgeable financial advisor who specializes in retirement planning.

A truly successful retirement income plan must entail sophisticated cash flow planning and analysis tools that focus on incorporating all your assets, income sources, and lifestyle expense needs throughout retirement, as well as the impact of several unknowns such as longevity, inflation, market conditions, and other variables.

If you don’t know where to start, but would like to, you can. We can show you how.