1702 East Highland Avenue
Here we analyze what you’ve accumulated and determine how to create a high, predictable income throughout retirement. We will also discuss social security and how you can maximize those benefits. Your employer plan also has different distribution options, which is the best for you and your beneficiaries?
Finally, we will look at expenses we know you will incur, such as healthcare and Medicare. We want to make sure you get help navigating these confusing but necessary programs.
Once we review this, we will then use different calculators to run retirement simulations that will allow us to compare different plan options to maximize your retirement income.