Retirement Planning
Help Protect Your Wealth, Help Secure Your Legacy
At LifePlan & Retirement Services, we work to provide you with personalized retirement planning advice that gives you the best chance of achieving your long-term financial goals. Our retirement planning services include strategies that can help you:
- Reduce your risk
- Generate steady interest and dividend income
- Increase your future growth and income potential
- Minimize taxes
- Maximize Social Security
- Prepare for all contingencies
Making the Shift
Although the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies could jeopardize your financial security in retirement.
That’s why, in our experience, it makes sense for most people to make a paradigm shift in their financial strategy once they’re within ten years of retirement or are already retired. This shift involves working with the right advisor to create an income-first, growth-second strategy designed to better protect and preserve your savings so you can use it as a source of ongoing income. This same approach can also help you continue growing your assets with less risk through strategic reinvestment.
To learn more, read our free Special Report, TR=I+G: The Key to a More Financially Secure Retirement.
Although the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies could jeopardize your financial security in retirement.
That’s why, in our experience, it makes sense for most people to make a paradigm shift in their financial strategy once they’re within ten years of retirement or are already retired. This shift involves working with the right advisor to create an income-first, growth-second strategy designed to better protect and preserve your savings so you can use it as a source of ongoing income. This same approach can also help you continue growing your assets with less risk through strategic reinvestment.
To learn more, read our free Special Report, TR=I+G: The Key to a More Financially Secure Retirement.