With comprehensive analysis and experience, we can build you a solid retirement strategy -- one that includes the right mix of investment and insurance solutions and is aligned to your goals, objectives and tolerance for risk.
No matter where you are on the retirement readiness spectrum, we can help. We’ll help break down the retirement dilemma into smaller, bite-sized pieces. The amount you really need is not always the scary figure that makes the headlines on the viral articles. It depends on your current circumstances, the kind of lifestyle you want, the number of dependents you may have and much more. Our team combines tax and estate planning to help make the most efficient use of your assets in retirement. Whether you want to start thinking about it in your 30s, nearly retired, newly retired or fully retired, we’ll create a written income plan that soothes the tax bite on your retirement income over time and gives you peace of mind.
Retirement income planning is not as simple as adding and comparing two sets of numbers. Our team of investment and wealth management experts will look at will look at a whole host of information and scenarios and account for key factors such as longevity, market fluctuations and inflation. This comprehensive analysis allows them to build a solid retirement strategy that includes the right mix of investment and insurance products, and asset allocation based on your goals and risk tolerance. Without professional financial advice, determining levels of retirement savings and income can become an exercise in guesswork. Retirement is too important -- and fraught with unique complexities to leave to chance.
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Legacy Wealth Partners