Retirement Planning

Common questions:

  • Will I outlive my money?
  • When should I take my social security benefit?
  • What about health care?
  • How will I fund lifestyle changes?

The Filbrandt Advantage:©

  • Finds the best tax balance solution
  • Customizes an appropriate distribution plan
  • Secures the path to financial independence

Retirement can mean different things to different people. It can be phased over several years or can begin all at once. Some people return to work after retirement, while others may not want to retire at all! Whatever you decide, you will need a plan to ensure that your financial goals can be achieved in the latter years of your career.

So many of our clients ask, “Do I have enough money to fund my retirement years?” Making a successful transition from employment to retirement involves much more than having sufficient assets; it involves making decisions that give you freedom and flexibility.

We can help empower you to build a joyful retirement—one that allows you to fulfill lifelong goals and give back to the people and places that are important to you. Take the first step toward your successful retirement today.

Fill out our online questionnaire and take the first step toward your successful retirement today.