Will your income last as long as you need it to?
Retirement income planning is a process. We begin by evaluating your current financial standing, and then we create a strategy to help ensure that you achieve your desired retirement lifestyle. Retirement income planning is about matching goals with financial realities, with the focus generally on providing a lifetime of income after your last paycheck.
Because an individual's retirement years can span decades, retirement planning typically dominates other financial goals. A successful plan should address:
- Ways to help maximize growth
- Preparing for tax-efficient distributions
A good retirement plan is well-coordinated with your overall plans for investment, insurance, business, estate, and taxation. That’s why at Lakeshore Financial Group, we provide or coordinate independent expertise in each of these areas.