The Retirement Readiness Income Planner solves the most common retirement challenge faced by those approaching and in retirement - converting savings into a desired retirement. Notable features include:
- Time-tested strategies to make the most of retirement savings.
- Insightful retirement feasibility to choose the optimal retirement age.
- Optimized social security claiming age guidance appropriate for your situation.
- Tax-efficient distribution strategy to convert savings into sustainable income to last a lifetime and beyond.
- Comprehensive retirement savings planning that strikes a balance between meeting goals while minimizing risks.
- Customized portfolio planning to ensure its structured to best support retirement through both market ups and downs.
- Careful tax planning to make retirement decisions in the most tax-efficient manner.
- Advanced retirement risks mitigation strategy to identify and address uncertainties that pose the greatest threat to your retirement.
- Impactful medicare choice guidance to make informed decisions on the proper coverage to meet planned and unplanned retirement health care costs.
what you can expect from me
WHAT I EXPECT FROM YOU