Are you ready to leave the work force and Retire?
While you work you are in the Accumulation Phase of assets to use during the Payout Phase after you leave the work force. There are many investments that can provide income for the payout phase and we are here to assist you in selecting the right match for you. When you set down with us in our office or on the phone, we will explore with you your current holdings, sources of retirement income, when you should start taking Social Security. Should you take a lump sum payout from an employer pension if one is available. Should you roll your 401k to an IRA? What is your risk tolerance? How long will you remain in your home? Do you have or need long term care insurance? Do you have a goal of leaving assets to your heirs or charity? These are just a few of the questions that need to be answered to make your retirement years the best they can be.