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Stage 4 - Retirement


You're retired. Wow did the working year go by quickly. 

  • You just retired or have been for some time.
  • You already have taken Social Security or are still unsure of when you should. 
  • You think you're Medicare is ideal, but aren't positive. 
  • You're concerned about the stock market.
  • You're concerned about running out of money.
  • You're looking to spend time with kids and grandkids. 
  • You want to make sure that all you have built goes to the right places when you pass. 
  • It's time to get plan.  

Here are some areas to consider. 

Retirement Planning

  • Maximizing Social Security and Medicare
  • Planning for Healthcare Needs
  • Creating Two Dimensional Retirement Income
  • Enjoying Retirement Today with Jeopardizing Tomorrow 

Estate Planning*

  • Revising Your Will
  • Creating and Funding Trusts
  • Power of Attorney & Health Declaration
  • Estate Distribution Strategies

Investment Planning

  • Creating an Investment Plan
  • Allocating your Assets
  • Disbursements from the Right Accounts
  • Distribution Strategies

Tax Planning*

  • Reduce Lifetime Tax Liability
  • Maximize Lower Tax Brackets
  • Balancing Tax Free & Tax Deferred Accounts
  • Optimizing Estate for SECURE ACT provisions

These Financial Planners specialize in working with clients in Stage 4.

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.