At LifePlan Financial Design, we like to take a holistic approach to your retirement by accounting for every aspect. From retirement strategies to final wishes, we’ll work alongside you to design a personal plan that works for your needs in your retirement years.
Retirement Income Strategies
Planning your retirement should consider all aspects of your current plan. Part of that is looking for a steady and diverse stream of income demanding you to position your assets for a purpose.
Asset Management
Regardless if you need to balance your portfolio or create a budget, LifePlan Financial Design considers the full scope of your financial picture when managing your investments to better position you for growth and prepare for retirement.
Estate and Legacy Planning
Regardless of your wishes for your personal wealth, business properties, or other assets, having a plan in place can help ensure a smooth transition of those assets while eliminating unintended consequences those transfers could have for your loved ones.
IRA and 401(k) Rollovers
Rolling your employer-sponsored accounts into an IRA can have several benefits, such as having access to other investments. We’ll look at your current accounts and see if a rollover could benefit your retirement plan.
Long-Term Care
While some retirees don’t worry about outliving their retirement savings, outliving good health can still be a concern. We’ll help you find the policies and strategies to help you prepare for the future.
Life Insurance
Life’s full of unexpected ups and downs, and the last thing you want to do is leave your loved ones in a difficult financial situation. We’ll help you explore your life insurance options to help your family when you’re no longer here.
Tax Services
Tax planning is a crucial component of any comprehensive financial strategy. By strategically withdrawing from each account type based on tax considerations, we can help optimize your tax situation throughout retirement.