Retirement Planning for Individuals Over Age 50
Optimize Income * Invest Smarter * Reduce Taxes
Everybody worries about money. No matter how much people have, they still worry. That includes Baby Boomers moving toward retirement and facing a unique challenge: how to create a growing stream of income in retirement that will last for upwards of 30+ years?
We aim to change the conversation, replacing worry with knowledge. Our goal is to provide you with the tools to make informed choices and construct the foundation for your retirement income strategy. We believe clarity in planning leads to confidence in your future and that’s why we wrote Income for Life, the Retiree's Guide to Creating Income From Savings.
YOUR FREE RETIREMENT & TAX ASSESSMENT
WHAT: A 15-Minute Call. The very first step is a 15-minute phone call with our team. No cost of obligation. We will show you how to improve your retirement success and reduce your tax bill before paying us a single dollar.
WHO: Diligent savers over age 50 who have accumulated investment & retirement assets of $750,000 or more . (Excluding real estate.)
WHY: To help you evaluate the value of our services and make an informed decision about hiring our firm.
About the BookKnowledge is power; we seek to provide the basic education that can drive out worry and enable individuals to move toward the future with greater confidence because they are more prepared. Income for Life steps the reader through the process of assessing their readiness to retire and lays the groundwork for creating a personal roadmap toward retirement. |  |
