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Retirement Saving and Income Planning

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 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?

Understanding what retirement means for you and customizing a strategy for income that fits your lifestyle is Chris's top priority. 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.

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