Broker Check

Retirement Saving and Income Planning

The basic definition of retirement is to leave your job and stop working once you attain a certain age.

Today, retirement can take on a number of different meanings based on your desired lifestyle. Those who like their career may arrange to continue working on a limited basis. Others may want to start their own small business or go back to school to gain knowledge in a new field. Others may choose to travel more, spend more time with their family, or help to take care of grandkids.

However you will define your retirement, there’s one question that is consistent across all scenarios:

How do I use my savings to support my lifestyle and make it last?

As a Retirement Income Certified Professional®, Chris understands the important decisions you will be making.  Each decision is related to the next and should be looked at comprehensively:

  • Government or Company Pension claiming strategies
  • Social Security claiming strategies
  • Lifetime guaranteed income strategies*
  • Tax efficient withdrawal strategies for 401(k), 403(b), 457, Thrift Savings Plans, Traditional IRAs, Roth IRAs, Investment Accounts

*Income guarantees are contingent on the claims-paying ability of the issuer.

Have a Question?

Thank you!