Have you had a professional analysis done to determine if your personal retirement programs will offer you the potential to retire with independence and dignity?
When can I retire? How much do I need to live off of? Am I on track?
Available and Needed Resources
How much will I need for a successful retirement?
Can I really rely on the government for my retirement?
Which individual plan(s) make the most sense for my situation?
- IRAs and Roth IRAs
- Non-qualified annuities
- Taxable investment accounts
Which employer-sponsored retirement plan makes the most sense for my business? Since my business has changed over the years, should I consider changing what I currently have?
- 401(k), 403(b), TSP, 457, SEP, Simple IRA
- Profit Sharing
- Defined Benefit Plans
- Non-qualified Deferred Compensation Plans
Post Retirement Asset Allocation
I'm retired now. What should my asset allocation look like? What is the best way to draw income off of my assets?