Do you often wonder whether you'll be okay in retirement?
You're not alone. Many of our clients come to us as they near retirement age because they are unsure of where they actually stand.
In this course you will learn:
With this approach, we've helped clients to...
..avert potential disaster by moving away from high-risk investments and an income that was only guaranteed for one spouse's lifetime.
..shift their assets and create income to bridge the gap on what they want for retirement income and what they have from Social Security and other sources.
...adjust their plans, sell their company, and retire three years earlier than they initially thought they would be able to.