Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, just 35 percent of pre-retirees have a plan for how much money they will spend each year in retirement and where that money will come from. Additionally, 65 percent are at least somewhat concerned that their savings and investments won’t keep up with inflation.1
That’s where we come in.
We use sound financial strategies to help build a long-lasting retirement plan. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as necessary and build an income strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation and objectives, we can help you decide which types of products and services fit within your financial strategy.
Retirement Income Planning
We can show you which types of investments may work best within your overall financial strategy to help provide sufficient income in retirement. Being able to fulfill your retirement goals is very important!
Investments & Wealth Management
You may be able to use time to your advantage when investing for wealth accumulation.
If helping loved ones maintain a standard of living and avoid financial hardships after your passing is a priority for you, life insurance could be an option for you.
Rising taxes may be a concern for anyone — especially for individuals approaching retirement.
Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be principally protected.
Asset Protection Strategies
Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.
Medicare Benefit Solutions
We are here to help you with your initial Medicare needs or to review your current coverage. We can assist you with Medicare supplemental insurance, Medicare Advantage Plans, Prescription Drug plans, long-term care, critical care, and individual health insurance.
Our firm is not affiliated with the U.S. government or the federal Medicare program.
We can help you determine if a rollover is the right move for you.
IRA Legacy Planning
If you don’t anticipate needing your IRA money in retirement, you may wish to consider a legacy planning strategy.
We can also refer you to professionals who provide the following services:
Mark Farnan offers Insurance products through the insurance business Retirement Income Planning, LLC. Retirement Income Planning, LLC. is also an Investment Advisory practice that Steven Krueger offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retirement Income Planning, LLC. are not subject to Investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Retirement Income Planning, LLC. is not affiliated with or endorsed by the U.S. Government or any governmental agency.
RISK QUESTIONNAIRE Is the way your portfolio is currently invested an accurate reflection of your current risk temperament?
Complete our Riskalyze questionnaire to receive your confidential risk temperament score.
Retirement Income Planning, LLC., AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Retirement Income Planning, LLC. nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
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