CONNECT

Address:

1300 Ridenour Blvd, Suite 100
Kennesaw, GA 30152

Phone:

678 819-3765

Fax/Other:

678 228-1946

Retirement Planning Questions

 

 

 

 

 

 

 

 

 

 

THE MODERN DILEMMA

"Growing wealth without jeopardizing security." 

 

WE HAVE ANSWERS!

 

The uncertainty of today’s economic climate has awakened many retirees to a new reality about managing and protecting their money.  Many retirees are finding out that the old method of buying and holding equities can be extremely costly in retirement.  Retirees today must maintain an open mind to be educated fully on all products that may help or aid in providing income during their retirement years.  It also may make good financial sense for retirees to consult with a CPA to develop tax reduction strategies during their retirement years.  

 

SOME KEYS TO CONSIDER WHEN RETIRING

 

 

 

 

 

 

 

 

 

 

 

 

Having A Realistic Assessment of Where You Are and Getting The Answers To Some Tough Questions

  • DO I HAVE ENOUGH TO RETIRE?
  • DO I NEED TO WORK LONGER?
  • WILL I WORK PART-TIME TO SUPPLEMENT INCOME?
  • HOW WOULD A CASH FLOW EXPENDITURE ANALYSIS LOOK?

Which Financial Vehicle Will Produce Retirement Income

  • RETIREMENT PLANS (401K, 457, 401A, and etc.)
  • BROKERAGE ACCOUNTS
  • SOCIAL SECURITY
  • MUTUAL FUNDS
  • ANNUITIES
  • CD’s

Investment Portfolio Planning & Management

  • CONSOLIDATION AND SIMPLIFICATION OF ACCOUNTS
  • EVALUATE ASSET ALLOCATION
  • MANAGEMENT RISK
  • IMPLEMENT PRESERVATION STRATEGIES

 

Enemies To Retirement Income

  1. Inflation: the silent enemy
  2. Longevity: people living longer than their life expectancy
  3. Health care: the expenses are often underestimated
  4. Unstable Economy & Market: a major enemy that can threaten your retirement income
  5. Wealth Transfers: credit cards, loans, and unnecessary bill and expenses
  6. Taxes: most retirement income are from tax deferred investments

 

WE CAN HELP CUSTOMIZE A RETIREMENT PLAN FOR YOU

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Check the background of this financial professional on FINRA's BrokerCheck