Why do you NEED a Where Do I Stand Plan?
Will I have enough money to last my lifetime and do the things I want to do? To answer this question and to solve this common issue, we help you create a structured income plan. This is an income plan that is built from the ground up, and consists of all income resources in retirement. This can include Social Security, pensions, annuities, interest income, investment income, and rental income. The important part is that you have a blueprint for where your income is coming from and when. You cannot go into retirement without knowing where each income resource fits into the retirement puzzle. A mis-step in this area can cause additional taxes, loss of future income increases, and the possibility of a fully depleted portfolio. It is important to work with an advisor who is well experienced in this area. A mistake can result in complete loss of security and loss of independence. You’ve worked hard and deserve better.