Retirement Planning

A retirement planner must have a clear understanding of the financial assets you are accumulating, as well as other resources you have such as pensions, social security, part-time work income and home equity.

All are pieces of a puzzle that must be put together in a way that will result in the delivery of reliable monthly paychecks to you once you are retired.

A successful retirement plan will also integrate other elements of your total financial picture, estate plan, investment plan, risk management, etc. to build a complete plan for your retirement years.