Introduction
Are you concerned about potential issues surrounding your retirement?

Whether you are making long range plans, close to retirement, or are already retired, we can help you to create a clearer picture of your financial future.

Many people planning for retirement are affected by the “Lump Sum Illusion.” This occurs when a person feels  comfortable with a large sum in their retirement portfolio, but haven’t determined how long it will last.

How much money you accumulate at retirement is an important piece of your puzzle, but by itself it doesn’t mean as much as you think.

We Can Help You Answer the Following Questions…

• When can I retire without running out of money?
  
• Can I continue my present standard of living into my retirement years?
  
• How can optimizing my Social Security benefit help my specific situation?
  
• How could my situation change during challenging economic times? 
  
• How would it affect my family if I die prematurely?
  
• How would it affect my family if I enter a nursing facility?
  
• What are the possible solutions if my situation changes?

Where is your Red Line?

We Can Help You Alleviate Your    Red Line!