Retirement Planning We utilize a thorough discovery process and sophisticated financial planning tools to develop a customized retirement plan for you. The plan we create will serve as a roadmap for you and your family on the road to financial independence.Elements of the plan will include:Target dates for retirementLifestyle and major purchase goalsCash flow needs in retirementTax planning and effective distribution strategies in retirementSocial security planningRelated Articles on Retirement Planning10 Years and Counting….Points to Consider as You Approach Retirement What are the key points to consider in the years leading up to retirement? Read MoreDeciding When To Retire: When Timing Becomes Critical Are you thinking about early retirement…. delaying retirement?? Read MoreConverting Savings to Retirement Income What's your plan for taking distributions from your investment accounts?Read MoreAll About IRA's Traditional vs. Roth? Read MoreMyths and Facts About Social Security Are Social Security benefits taxable? What happens if you keep working? Read MoreSocial Security Basics How do you qualify? How much will your benefits be? Read More Contact Us to learn more or call us at 404-461-4649.