Thank you so much for visiting our website! Please watch the video below to learn more about our retirement planning process. Our program will allow us to develop a retirement plan that’s consistent with your personal financial situation, retirement goals and possible risks you may face. It is designed to be interactive and help us create “what if” scenarios modeling these risks that we face OR opportunities that may be available to us. We work together with you to analyze your current situation and create a simple-to-understand roadmap and comprehensive assessment that incorporates real solutions to help you attain financial independence.
RII is a process that helps our clients to understand and plan for the risks associated with their assets in retirement. As you move toward retirement, your concerns switch from accumulation to asset distribution. While you and/or your spouse are becoming increasingly aware of this, you may wonder if your hard work and savings toward this goal will pay off. Are you on track to achieve the retirement you desire? Have you and your spouse accumulated enough assets so that you do not out live your savings? You may even wish to retire earlier than what the government is now calling “normal retirement age” of 67.
Retirement at any age requires us to address FIVE critical challenges:
Let’s address these together.
Kim Thomas
Phone: 949.623.1787
Email: Kim.Thomas@LFG.com