Retirement Planning

Retirement Planning

One of the biggest concerns for our clients is their retirement. We ensure that you do not outlive your retirement assets, and comprehensive planning with SFG helps you take the action you need today so you can achieve the financial independence needed tomorrow. A custom tailored comprehensive plan is designed for your specific financial needs.

  • Addressing concerns about outliving retirement assets
  • Structuring tax efficient retirement cash flow
  • What rate of return do you need to earn?
  • How long will you live in retirement?
  • Impact of an earlier retirement
  • Analyzing pension options
  • Managing lump sum retirement distributions
  • Evaluating deferred compensation
  • Nursing home care
  • Analyzing health care costs and impact on retirement
  • How will your business impact your retirement?