Services
Retirement Income Planning
A strategy created just for you
If you are near retirement age or planning for an early semi-retirement, (retirement quiz) you face several financial risks that can have a compounding impact on your retirement security. Some of these factors include market volatility, inflation and the possibility of outliving your retirement assets. Several methods are commonly used to manage retirement income, but when used independently, most only mitigate one or two of the risks mentioned above.
At Spiritus Financial Planning, we use a comprehensive approach to retirement
income planning that helps you balance these risks with the need for inflation-adjusted
income that lasts throughout retirement.
Retirement Planning Steps
Seven main steps to ensure your secure retirement are:
- Set retirement goals
- Assess current financial position
- Identify retirement income sources
- Evaluate retirement risks using Monte Carlo Analysis
- Understand healthcare issues
- Invest retirement assets
- Manage retirement income
At Spiritus Financial Planning, we specialize in retirement income planning
and look forward to guiding you through this exciting phase of your
financial life.
Call or contact us now for a 30 minute
complimentary retirement planning consultation
Mark Zaifman is a quintessential 'FI-er': high integrity, high-energy and a sense that life beyond making-a-dying can be "high-play." I am grateful that since financial independence, he's dedicated himself to introducing others to transforming their relationship with money.
- Vicki Robin, co-author,
Your Money or Your Life, Seattle, WA