We begin Retirement Planning with the end in mind.
What are you planning to do in retirement?
Most of us look toward retirement all of our work lives. We save for it. We look forward to it. But most of us don’t think about the day when all of our weekdays become weekends.
We know the questions that will help you define your life after working all those years.
We put your life and your goals at the center of the conversation adding a new dimension and strength to traditional retirement planning.
No, we don’t have all the answers, but by asking the right questions we shift the conversation from asset management to a discussion of comfortable lifestyle management using the money you accumulate as one of the tools for making your goals obtainable.
Our plans always consider the tax pitfalls of retirement distributions.
We help you to understand the tax implications of withdrawals during the accumulation phase. We help you develop a tax efficient strategy for getting access to your retirement funds. And we look for tax-favored strategies that reduce your current taxable income.
The WBH approach makes it easier to make life choices.
You won't fear retirement or become apprehensive as it grows near. Understanding the financial impact of your decisions about whether to retire early, when to begin social security payments or how to take distributions from retirement plans are no longer a reason to be concerned. Worries about how to contain the costs of medical care, should it be necessary, have already have been considered.
The wisdom of Brent Hamilton, CERTIFIED FINANCIAL PLANNER (TM) who is also an IRS Enrolled Agent and holds a Masters in Financial Planning can be put to work for you. Call today for a FREE one-hour meeting.