Retirement Transition Planning
Retirement Transition Planning
We help business owners with…
- Business retirement structures (401k, DB plan). Transferring wealth from the retirement structures to the retiree.
- Retirement lifestyle planning
- Personal cash flow analysis. Look at their expenses and income to make sure their match.
- Net retirement income planning OR Retirement income, net of taxes
- Social security analysis
- Health insurance in retirement
- Charitable remainder trust and giving + gifting strategies
- Retirement risk management
- Managing the early death of a spouse
- Deal with changes in your retirement plan
- Manage long term care
We help business owners with…
- Business retirement structures (401k, DB plan). Transferring wealth from the retirement structures to the retiree.
- Retirement lifestyle planning
- Personal cash flow analysis. Look at their expenses and income to make sure their match.
- Net retirement income planning OR Retirement income, net of taxes
- Social security analysis
- Health insurance in retirement
- Charitable remainder trust and giving + gifting strategies
- Retirement risk management
- Managing the early death of a spouse
- Deal with changes in your retirement plan
- Manage long term care
Latest Resources
Protecting Your Small Business with Property and Casualty Insurance
By: Jim Watson, Director of Investments & Client Experience Running ...
What is Wealth Management?
By: Greg Trost, Trost Financial CEO & Succession Planning Strategist ...
How to Work Effectively with Your Professional Teams
There are a lot of moving parts for any ...
Latest Resources
Protecting Your Small Business with Property and Casualty Insurance
By: Jim Watson, Director of Investments & Client Experience Running ...
What is Wealth Management?
By: Greg Trost, Trost Financial CEO & Succession Planning Strategist ...
How to Work Effectively with Your Professional Teams
There are a lot of moving parts for any ...