Income & Retirement Planning
Everything you do – from planning the education and designations you’d like to acquire, to starting a career and managing your career progression – is done in the hopes that you and your loved ones can have a better life. But in all your planning, have you remembered to plan for life after work?
If you fail to plan for life after work, all the effort you’ve put into your working life may be jeopardized, and you may be left with more questions than answers. And an ill-prepared retirement is bound to be one filled with financial stress and chaos, instead of life-enriching experiences and freedom.
Our Income & Retirement Planning services include:
- Income planning
- Scenario planning
- Investment management
- Asset management
- Social security strategies
- Retirement account planning (401k, 403b, TSP), including strategic rollovers
How We Can Help
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
- Understand your goals: Through an intensely personalized approach, we discover what your retirement goals are.
- Analyze your current position: To plan a meaningful retirement, you need to know where you currently stand.
- Develop your plan: We’ll work with you to create a retirement plan that aims to address both your current situation position and your goals.
- Implement your plan: As you move closer to retirement, we’ll work with you to ensure the plans are implemented in a phased and orderly manner.
- Support you in pension and benefit decisions: We’ll be here if you need advice on Government or Employer pension and benefits: when to apply, how to apply, and what to do with your funds.
- Partner with you in retirement and beyond: A long and fulfilling retirement takes multiple facets of your financial picture into consideration: health care, long-term care, insurance, legacy planning, and charitable giving.
- Provide ongoing reviews: We’ll continue to review your retirement plans, and consult with you about any changes or updates needed to address your evolving retirement lifestyle needs.
