Your Guide for Retirement Incoming Planning
Whether you are planning for a retirement that is 20 years away or unsure at how to turn your savings into a viable retirement income stream, we can help.
We specialize in helping those who are near retirement or already retired answer top retirement income planning questions such as:
“How do I avoid outliving my money?”
“How do I get an accurate picture of what my actual income will be in retirement?”
“What is the best investment mix if retired or close to retiring?”
How We Help
We help you plan for retirement by creating your own “personal pension” for lifetime income in retirement.
Nearing Retirement
It’s never too early to start retirement planning. The earlier you start, the greater peace of mind you could have. We help you envision what type of retirement you want and then plan for it, so that your dreams have the chance to become reality.
At Retirement
A retirement that was once in the distant future is here or right around the corner. We help you ask the right questions, spot gaps that may exist in your current plan, and provide a roadmap for both the short-term and long-term so you can live a better retirement.
Retirees
How much income can you safely withdraw from your retirement accounts without risking running out of money? That is the million dollar question, and we guide you in discovering your own personal answer.
Who We Are
President & CEO
Operations Manager and Executive Assistant to Russell A. Smith
Customer Service & Document Coordinator
Blogs
Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)
The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get...
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Practical Tips: How to Avoid These 4 Estate Planning Missteps
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake...
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3 Investment Factors that Don’t Drive Long-term Returns
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many...
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