Preparing for retirement should create excitement, not concern.
Yet for many, that’s not necessarily the case.

According to a study published in 2020, only 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.

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 investments and services fit within your financial strategy.

1 Greenwald & Associates. Society of Actuaries. May 2020. “2019 Risks and Process of Retirement Survey.” Accessed Feb. 22, 2021.

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.

Life Insurance

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.

Asset Protection

Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement income goals.

IRA / 401(K) Rollovers

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.

Investments & Wealth Management

You may be able to use time to your advantage when investing for wealth accumulation.

Tax-Efficient Strategies

Rising taxes may be a concern for anyone — especially for individuals approaching retirement. We can help you review options to minimize, reduce, and even eliminate some of your taxes.


Adding an annuity may be an opportunity to help ensure a portion of your retirement income will be principally protected.

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.

Estate Enhanced Planning

Estate and enhanced legacy planning involves transferring and distributing assets efficiently and according to your wishes both prior to and at the end of life. Other components of proper planning include reducing taxes and helping to produce family harmony

Reach Out To
Our Office

To learn more about how the Retirement Income Planning, llc team can be of assistance to you,
call us today at 608.807.1100 or fill out the form below.