Broker Check

Pre-Retirement

Pre-Retirement

Pre-Retirement

You're in the late stages of your working career.

  • You're making more money now than you ever have.
  • You're also paying a lot in taxes.
  • Your children are grown and going or gone.  
  • You're trying to make the most of your last years before retirement. 
  • Retirement is close enough where you can feel it. You're hoping you've done enough, but you know there is still time to make last minute corrections.
  • It's time to get plan. 

Here are some areas to consider.  

Investment Planning

Investment Planning

  • Creating an Investment Plan
  • Allocating your Assets
  • Funding the right accounts
  • Disciplined Investing
Tax Planning Strategies*

Tax Planning Strategies*

  • Minimize Lifetime Tax Liability
  • Maximize Lower Tax Brackets
  • Tax Free & Tax Deferred Accounts
  • Tax Loss Harvesting
Insurance Planning

Insurance Planning

  • Which insurances do you actually still need?
  • How much insurance?
  • Which should you avoid!? 
  • Getting the most bang for your buck.
Retirement Planning

Retirement Planning

  • Maximizing your Retirement Accounts
  • Planning when to take Social Security
  • Planning for Healthcare Needs
  • Planning for Retirement Income

These Financial Planners focus on working with clients approaching retirement.

* Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.