You have a lot of ideas about your future. You’ve earned it! You may want to spend more time with your family, or start a new venture, or travel, or just play golf every day—without worrying that you won’t have enough.
You want to retire knowing that what you’ve built will last the rest of your life.
But this is going through your head:
- When is the right time for me to retire?
- Will my portfolio provide enough income over my lifetime?
- Are my investments allocated properly for my age?
- Will my spouse and family be okay if something happens to me?
These are difficult questions and you know you can’t answer them alone. We help people like you.
You’ve worked with other advisors in the past, but have you worked with a planner? We’re planners—not the kind that will just plug your numbers into a worksheet and send you on your way. We work intimately with you to figure out what kind of income you need and create a strategy to generate that income from your investments, social security benefits, and other income sources in a sustainable way that feels good to you.
Through our planning process, we will help you think through all the difficult decisions you need to make about Medicare, social security, pension benefits, withdrawals, taxes, Roth conversions and more. Our retirement planning software can run simulations of your plan and test out different worst case scenarios to make sure your plan will survive the stock market’s ups and downs.
You want to protect what you’ve saved and see it grow, too. We’re dedicated to making that happen.
Getting Started: Complimentary Retirement Review
Ready to find out if you’re on track for retirement? Schedule a free retirement review session with Darren or Travis today. Or, give us a call at 859-291-9879. During our call, we will do a quick analysis to help you gauge your retirement readiness, offer specific suggestions, and answer any questions you have.
FREE Webinar: Social Security 101
How to Maximize Your Lifetime Benefits
How and when you claim your Social Security benefits are some of the most important retirement decisions you will make, because how you claim will have a domino effect on income, taxes, and even Medicare premiums. It’s complicated and overwhelming because there are so many different claiming options, and one wrong step could cost you thousands. We will discuss the basics of filing for Social Security and strategies that may maximize benefits for you and your family in retirement.