Written Plan

Do you have a written plan? Most Retirees, even those with Advisors, haven’t spent enough time planning the future and considering different scenarios. You can greatly benefit from reviewing your financial plans with someone who really knows how to do a comprehensive review and making it simple for you to understand. We can help you review all your options and put your entire plan in writing. You will finally understand what you are doing, why you are doing it, how you are doing it, when you are doing it, and how it will benefit you. Do not under any circumstances, invest your money with anyone without analysing it and personally understanding what you are doing, without cranching the numbers and putting your retirement income plan on the paper.


• Possibility of lifetime income

Most retirees are afraid to spend their savings out of fear they will run out of money. Learn how much you can spend to feel secure.The annual income you are projected to receive should be broken down into each individual income source. Your retirement income analysis should show when each income source starts, stops, increases, or decreases. You should know how much income to expect.

• Income Tax

Many retirees do not know how much income tax they should expect to pay on their income distributions. They are afraid of taking money out because of the taxes. You should know the amount of income taxes you can expect to pay based on all of your various income sources and all of your deductions. You should know what percent of your retirement income distributions is being paid annually in income taxes and how much net income you have each month to spend.

• Know Your Assets

Many retirees do not know how to use their assets to create guaranteed lifetime income. Review different strategies and goals you are trying to achieve, create a step-by-step plan to have the highest probability for a successful retirement. Learn about different scenarios, make informed decisions,make detailed writtent plan, understand your plan now and remember your plan in the future. You will no longer have to guess or worry about your retirement income plan.

• Legacy

Most retirees want to leave their remaining assets to their beneficiaries, but they have no idea how much money they can actually leave and what is the best way to do it. Analyse your assets and make a legacy plan, know how much you can reasonably expect to leave to your beneficiaries. You will see what could potentially be passed to your heirs after earning various hypothetical rates of returns, after paying taxes, covering expenses, and receiving all of your guaranteed lifetime retirement income payments.


If you have questions, concerns, or need help making an informed decision about your future retirement income, ensuring your assets are protected and you never run out of money, we will be happy to review your options with you. Schedule a free, no obligation meeting with one of our financial advisors.

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