You've worked a lifetime to get to this point

We're here to help you take the next step

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.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 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.

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

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.

Long-Term Care

There are numerous ways in which to plan for potential catastrophic long-term care costs (e.g. in-home healthcare, assisted living, or the most expensive possibility– nursing home care). Nobody ever knows exactly when the necessity of long-term care might occur. There are a number of financial products which can address this need.

Investments & Wealth Management

You may be able to use time to your advantage when investing for wealth accumulation. Contact our Madison office to receive our monthly Wealth Report.

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.

Annuities

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 plans, Medicare Advantage Plans, and Part D Prescription Drug Plans.

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.

Individual Healthcare

Oftentimes, people face the need for individual private health insurance when retiring prior to age 65, and therefore, before an individual is eligible for Medicare. This can also occur when one spouse leaves employment, and coverage for both spouses was provided by that employer. We can help with individual health plans to fill the gaps before Medicare when they occur.

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.

Contact us today to schedule a complimentary consultation to discuss your retirement strategies. If you are interested in Medicare Health Plans, I understand that a licensed agent may contact me regarding Medicare Health Plans including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug Plans.
We do not offer every plan available in your area. Currently, we represent 9 organization that offers 2,578 products in your area. Please contact Medicare.gov, 1-800-MEDICARE or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.