Retirement Planning

What strategies do you have in place right now? (401(k), IRA's, Pension)?

Are any of your retirement assets protected but still posses the ability to grow?

Are you planning based around the 4% rule of retirement income?

When you look to your investments for income, what will you need to generate the income you want?

Are you protected from sequence of returns risk?

Have you taken steps to tax diversify your retirement income?

What percentage of your retirement will be taxable and what percentage will be tax-free or tax-deferred?

Ask me about how to leverage your assets to create investable dollars to generate potential tax-free income.