Retirement
Managing Your Assets For Retirement
Retirement is not a linear path. You will continue to experience the ups and downs of life. In similar fashion, financial plans are living documents, not static statements. It’s important to remain flexible while following a sensible plan for retirement income and security.
Michael helps you before and after you retire. The planning stage comes while you are still working, and the emphasis is on building your assets. The income distribution stage comes after you retire, and the emphasis then shifts to protecting your assets.
People are living longer, which makes it more important than ever to plan adequately for a potentially extended retirement. Michael has the 30 years of experience and knowledge can to help you with:
- Estate Planning
- Charitable Gift Planning
- Insurance Solutions
- Tax Strategies
- Retirement Income Planning
- Investment Planning
- Your participation in your Pension Plans
- Your participation in your 401(k) Plans
