At LifePlan Financial Design, we believe 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 — all income options should be considered. Your retirement plan should bear in mind optimizing your accounts for Social Security, too. If you have a pension, we also analyze many options, including pension drawdown.
When you work with us, we’ll look at every aspect of your accounts and your retirement goals to create an income plan that suits your personal needs.
To talk more with our team about retirement income options and to download your copy of our “Milestones to Retirement” handout, fill out the form below.