Retirement Planning

             What are you doing right now to plan for a better future?

People are living longer these days. For the first time in history, retirees need to be more concerned about outliving their savings than dying too soon.​

It is a serious problem, but thankfully there is a solution. It’s a…

                             Customized Retirement Income Plan.​

Are you concerned about the timing of social security benefits? Taking social security at the wrong time can prove to be an expensive mistake. Too many retirees depend upon advisers who are either not properly trained or properly motivated to analyze various social security benefits strategies.​

                  Can you answer “Yes” to all three of these questions?

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                                                Do I have enough assets to outlive me?

                                                         Are they in the right place?

                                                Do I know which assets to use first?​​

 

 If you cannot answer “yes” to all of these questions, you need a customized plan for retirement.

 

BTFP offers a customized plan that helps you navigate through inflation adjustment, taxes, timing, and asset allocation.​

Our customized plans are designed to help increase your retirement income, decrease the amount of risk, minimize income taxes, while at the same time preserving principal.​

My goal is for you to realize the rewards of your labor and discover the wonderful possibilities that lie ahead for you and your loved ones.​

          Take that vitally important first step and book your free check-up here.