Resources 2018-07-12T19:45:23+00:00

RETIREMENT PLANNING RESOURCES.

Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. These resources help you start aligning your financial, insurance, tax and legal goals and objectives.

RETIREMENT PLANNING,
WHAT’S INVOLVED?

Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future.

To make appropriate choices, you need to estimate – as well as you can – your future economic circumstances. You will also need to establish your post-retirement goals.

When you have determined how much of an income stream you will likely require in the future, you will be in a position to make wise choices now about income, saving, investments, and employer-sponsored (or other) retirement plans.

How long will you work?
How long will you save?
How long will you spend (live)?
When should I start Social Security and other pension benefits?

What risk level is appropriate?
What return is reasonable to expect?
How do maximize my after-tax returns?
What portfolio structure will deliver the right balance of risk/return?

Is my saving amount adequate?
Is my nest egg sufficient to retire?
What withdrawal (spending) range is appropriate?
What is the most efficient way (considering risk/return considerations and taxes) to draw from my various retirement accounts (i.e. IRAs, Trusts, Roth IRAs, etc.) to generate a monthly cash flow?
Can I afford to gift large amounts of money (family or charity) during my lifetime?
Is leaving a large estate a priority?

RETIREMENT PLANNING TAILORED TO YOUR UNIQUE CIRCUMSTANCES.

Planning methods may be different for employees and executives than for business owners. And no matter whom you are, you will want to gain some familiarity with life insurance, the Social Security system, and with post-retirement health care insurance coverage, including Medicare and long-term care (LTC) insurance.

Traditionally retirement planning has included two distinct phases, accumulation and distribution, each having its own unique challenges.

The challenge for accumulators is to define and build an adequate nest egg. With the aging of the Baby Boom generation, the traditional concept of retirement is being redefined, and often includes a period of part time work. Many retirees will spend more years retired than they spent in the work force.

The challenge for retirees is to make that nest egg last forever, and to structure distributions appropriately. Retirement planning is different for everyone because we each have unique priorities, strengths, and weaknesses. Whatever your circumstances might be, retirement planning can help you take control of your own future.

Lower Your Income Tax Liability

Once you contact us, we advise you on the proper retirement strategies and provide solutions to lower your income tax liability by two-thirds.

Always There For You

This may take up to two meetings, with the first meeting being a fact-finding interview and the second meeting focusing on the presentation of the strategies.

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No Risk of Losing Your Money

We do not charge any management fees and offer free consultations to anyone that comes to us for assistance.

Taking Care of Business

Our retirement strategies ensure that you always have money, reduce your income tax liability, and do not lose money through the duration of your retirement. Unlike the stock market, you do not risk losing your money.

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IT MAKES SENSE.

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TYLER MURPHY
TYLER MURPHYDirector
CHRISTINA FULLER
CHRISTINA FULLERController
DYLAN ROBERTSON
DYLAN ROBERTSONHead of IT
JUAN MARTINEZ
JUAN MARTINEZHead of Operations
JOEL GARZA
JOEL GARZAProject Manager
OWEN MCKENZIE
OWEN MCKENZIESupport Manager

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Insurance products and services are offered through RMD Financial Group. RMD Financial Group and its affiliates are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Paul Brown (add additional agent names), and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial service professional adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.