Making Your Life Easier
If you are looking for a straight-forward, no-nonsense, all inclusive, and convenient way to have all of your retirement services taken care of at one place and for one all-inclusive price, The Retirement Planning Concierge is for you.
Living In Retirement
Making the most of your years in retirement requires a sense of financial well-being—the knowledge that you won’t outlive your assets or create a financial burden for your children or loved ones. In this guide, learn how to minimize risk factors, the three stages of spending, and what you can do to help reduce your financial stress and anxiety..
How is your financial health?
18%
Only 18 percent people are very confident that they will be able to maintain a comfortable lifestyle throughout retirement.12
250%
HSBC study called “The Future of Retirement” showed that those retirees with financial plans accumulated nearly 250% more in retirement savings than those without one.13
$111K
Retirees will collectively lose an estimated $3.4 trillion in potential retirement income, or an average of $111,000 per household, because they claimed Social Security at the wrong time.14
The Retirement Planning Concierge will…
take care of all the paperwork, coordinate all the details, and provide all the professionals (Retirement Planning Advisor, CPA, Registered Social Security Analyst, Health/Medicare Insurance Specialist, and Estate Planning Attorney) working in tandem together so that you can relax, and retire knowing that you have made informed decisions and are confident regarding your retirement.
Decision Making Processes
The decisions you need to make are not only complex but the wrong choice can threaten your retirement security. We have helped hundreds of retirees who were facing the same decisions.
Personalized Plan
We design a personalized plan to help you maximize your retirement income and have the tools to manage your finances during retirement.
Successful Planning
Successful retirement planning comes from thoughtful and careful planning with a team of professionals who create a plan specifically, for you.
12A Precarious Existence: How Today’s Retirees are Financially Faring in Retirement by Transamerica Center for Retirement Studies December 2018 Transamericacenter.org
13The Future of Retirement, HSBC Study
14Only 4% of Retirees Claim Social Security at Optimal Time, Leaving $3.4 Trillion on Table, Ashley Eberling, Senior Contributor for Forbes, published June 28, 2019
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