Retirement Income

It is never too early to develop a retirement plan for the future. Retirees need to make sure that assets aren’t outlived. It’s a scary fact that bankruptcy among senior citizens is on the rise.

A Consumer Bankruptcy Project at Harvard shows that 48% of bankruptcies for seniors aged 65 and older are related to medical bills. This includes everything from expensive prescription drugs to loss of social security benefits. Social Security alone only provides a portion of what is needed for survival.

Your retirement income plan should define your needs and provide for healthcare, taxes, and more. Let us develop tax deductable plans to lend comfort and flexibility to your golden years.

You’ve saved and invested wisely to provide yourself with financial cushion, we possess the innovation and experience to carefully and strategically plan the maximization of your retirement income.