Retirement is an ever-changing concept that means different things to different people. To some, it is an opportunity to scale back on the amount of time spent at work. Others look for an opportunity to try a second career or to explore volunteer opportunities. Still others view it as an opportunity for leisure and travel.
However, with the variety of options, complexities of retirement savings vehicles, and uncertainties of longevity and inflation, the notion of your retirement may seem uncertain.
There are a myriad of different questions that need answers. We can guide you by:
Determining whether you are on track to meet your retirement goals
Ascertaining whether you are able to retire early or how your situation changes if you work longer
Modeling specific scenarios you desire (career changes, buying a new house, sale of a business, etc.)
Analyzing the allocations of your retirement plans
Establishing the optimal time to take social security
Determining the best retirement vehicle(s) to invest your retirement savings
Evaluating the most appropriate investments to withdraw from during retirement in order to minimize taxes
Let's Talk....Contact us for a consultation!
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
California Insurance License #0763281
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.