Retirement Income Planning – in Encino, Sherman Oaks, San Fernando Valley
Of all aspects of financial planning, retirement planning is probably the most neglected; yet it is one of the most important parts of a personal financial planning program. As medical technology continues to improve and we become more and more health conscious, the average life expectancy of our society continues to increase. The longer we live the more important our retirement planning becomes.
A solid retirement plan that maintains your quality of life builds the groundwork for your financial health and prosperity. Our team of experts will be developing a customized plan for your retirement and will advise you in generating a reliable stream of income, as well as:
- Where to make retirement plan contributions
- Allocating assets amongst numerous areas to diversify, minimize risk and generate income
- Provide retirement projections at various future dates using all current retirement plans, non-retirement plans and any other assets
- Social security planning
- Tax managing withdrawals and distributions
- Utilizing insurance products to provide reliable income
Income Distribution Planning – serving the Encino, Sherman Oaks, San Fernando Valley area
All of our experience and competence will be at your service in order to improve your financial health. We look at the whole picture including all of your accounts to assist you in optimizing the use of your money in retirement.
We will consult you on how to distribute money from the assets you have and to provide a comfortable income throughout your life – Longevity planning is the key to a comfortable and carefree retirement.