Comprehensive planning allowing you to fulfill your goals and maintain financial security in your retirement
The goal and view of retirement is distinctly personal. For some it may look like a hammock hanging over crystal blue water with golden rays of sunshine raining down. For others, retirement may be in the blueish rectangular form of a passport with empty pages and endless dreams of stamps to be collected. Yet, for a great majority, retirement is thought of in a different light – a time for peace of mind. It is a point in one’s life that culminates effective planning, hard work, sacrifice and an earned lifestyle that is enjoyable, comfortable and secure.
The Prosperity Consulting Group believes your retirement goals and investment purpose are vital and we look forward to working with you to make them more than just an image conjured with the “someday I will…” tagline.
After you have given thought to your retirement goals and objectives, the next step is to work toward accomplishing them. The longer that you wait to create and implement a specific and well thought out retirement plan, the greater risk your future happiness faces. The following key areas are critically essential when planning for a sound retirement:
- Maximizing social security benefits
- Health care costs
- Income sources
- Retirement age
- Current investments and allocation
- Your goals
The Prosperity Consulting Group, LLC works extensively with our clients to discuss each of the areas above preparing a customized and personalized retirement analysis and proactive plan.
Providing thoughtful discussion and prudent planning, some of the retirement planning areas we concentrate on include the following:
- Retirement analysis
- Distribution Planning
- Review of 401(k) allocations
- IRA Rollovers
- Tax efficient 401(k) strategies for business owners
- Fixed income strategies
- Charitable giving