Where Do I Stand Plan

Why do you NEED a Where Do I Stand Plan?

Will you have enough money to last your lifetime and do the things you want to do? To answer this question and to solve this common issue, we will 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, including 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 misstep in this area can cause additional taxes, loss of future income increases, and the possibility of a fully depleted portfolio. You’ve worked hard and deserve better, which is why it is so important to work with a financial professional who is experienced in this area.

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