Let’s face it. For some, retirement is full of reward, but for some it contains regret.  Nothing has the potential to cause more satisfaction or anxiety in your retirement years than your income stream. Getting this part of your planning right is crucial.

In your working years prior to retirement, your financial life was dictated by an earning and saving paradigm.  After retirement, however, you will no longer be earning a paycheck you can save, which means you will need to generate an income through other sources.  Having a retirement savings is not the same thing as having retirement income.  Retirement income is created by strategically using those savings to ensure adequate funding throughout your retirement.

One primary component of income for most clients is their Social Security benefit. There are several different ways to access this crucial component of your income and can greatly effect the amount of your benefits you receive over your lifetime.   There can often be a difference of $50,000, $100,000 or even $150,000 or more achieved by knowing how to maximize your Social Security.

We can help you define your retirement goals and evaluate your current financial state.  In addition, we can help you design a retirement plan capable of generating the income you need.

Play the video above to learn more.