Retirement Planning
Our goal is to help you retire with confidence.
We will help you assess your unique situation and goals and illustrate your retirement options with multiple scenarios over your lifetime.
Our comprehensive retirement plan will show you when you can retire, and that you’ll be able to maintain your standard of living for a lifetime.
We will help you to choose options among employer pension, 401(k), and 403(b) plans.
We will provide strategies to maximize your social security.
With taxes always at the forefront, we will help you minimize taxes now, in retirement, and for your beneficiaries.
We will work with you to identify and prioritize your retirement goals, decide on an appropriate investment strategy, monitor your progress, and make revisions whenever necessary.
Retirement Planning Process
Understand
We will meet to gain an in-depth understanding of your unique situation and goals, current saving, spending, assets and liabilities.
Strategize
We will prepare a retirement plan, investment strategy, and portfolio designed to maximize potential for gains, preserve your capital, and establish financial security. We will evaluate different scenarios to see which strategy will help you reach your retirement goals.
Implement
After we agree on the best strategy, we will initiate the plan and investment recommendations.
Monitor and Adjust
We will constantly monitor your plan, and will make adjustments as your situation and retirement goals change.
Investment and financial planning services are offered by Ivana Liberatore through her affiliation with Avantax.