The Retirement Strategy Guide

Retirement Planning

It’s easy to move too fast. Our process is designed to first know your goals and aspirations and then identify how you can meet those goals without running out of money. Here are a few services and concepts we use to help you.

• 401k/IRA Consolidation & Rollovers
• Customized Long-Term Spending Plans
• Penalty Free Distributions
• Extremely Low-Cost Institutional Investments
• Social Security & Pension Analysis
• Alternative Non-Market Risk Reduction Assets
• Required Minimum Distribution’s
• Tax Reduction Strategies
• Health Emergency and Long-term Care Expense Planning

Enhanced Estate Planning & Coordination

• Beneficiary Designation Management
• Powers of Attorney
• Living Will
• Last Will and Testament
• Trusts
• Estate Death Tax Planning                                                                                                                                                                                                                               As life speeds forward, don’t miss the critical age-based decisions