Discover your retirement risk tolerance!

Choosing the right time to collect your Social Security Benefits is one of the most important decisions you will make regarding your retirement. Choosing the wrong time could mean leaving hundreds of thousands of dollars on the table over your lifetime. Let us do the math for you. We can help you determine the optimal time to collect your benefit for your specific circumstances.

It's important to consider other sources of guaranteed lifetime income for retirement. For example, will you receive a pension or some other type of annuity. The years in retirement will bring new risks and considerations that you likely weren't as concerned about during your working years. Many of these risks can affect how long your money will last. Some of these include market risk, inflation risk, legislative risk and longevity risk. Knowing that no matter what happens in the world or how long you live you'll always have your income will bring you peace of mind in your golden years.

Taking an inventory of all your assets is a key step in the income planning process. In addition to your regular monthly living expenses, you will most certainly have unexpected costs that come up. Retirement might be the time to take that luxury trip you've been dreaming of or perhaps you plan to help fund your grandkids college funds. Whatever your plans are, we'll work with you to ensure your income is there for you when you need it.