Retirement Planning

Retirement planning is not a one-time event, but rather a process that blends art and science to adjust to changing client objectives and conditions over time. Our dynamic approach provides clients with the peace of mind and confidence they desire to fulfill their goals.

Our retirement planning process includes:

  • Answering the all-important question, “How much will I need to retire comfortably and not outlive my assets?”
  • Developing retirement income strategies designed to outlive clients, versus having clients outliving their money.
  • Managing your Reliance Rate© and making adjustments as needed.
  • Coordinating and maximizing Social Security benefits to increase total lifetime income.
  • Analyzing pension options to maximize lifetime income.
  • Developing customized retirement plans for entrepreneurs, business owners and corporate executives.

If you are want to make sure your retirement plan is solid, contact us today for a consultation. We’ll review your current reserves, income strategy, asset allocation, Reliance Rate©, insurance policies, wills and trusts.

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An affiliate of Heffernan Insurance Brokers, CA License #0564249. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA / SIPC.
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