What is a “Design for Life Retirement Plan”?
A custom plan designed for you, with you, and with only your goals in mind.
What do you want from your retirement?
Maybe you're looking forward to more family time, hobbies, or just a slower pace. But you also want to know your savings will last. We work with you to build a financial plan, giving you the confidence to enjoy your retirement.
A “Design for Life Retirement Plans” is a personalized, written guide to your retirement that helps you manage your money, mitigate taxes, and weather the changing landscape of finance. It ensures you have enough for a lasting retirement, guards against potential risks, and helps you prepare for unexpected events and market changes before and during your retirement.
Your plan will:
- Manage your assets now and into the future.
- Help you accumulate and eventually distribute your money in retirement.
- Help reduce tax liability and protect your retirement assets.
- Optimize your Social Security strategy.
- Address insurance, healthcare, and long-term care needs and how to pay for them.
- Secure your legacy with an estate plan that reflects your wishes.
