SERVICES

We do retirement income planning – the right way

Retirement Income Planning

How We Can Help

Each person’s idea of retirement is different. While some people will never quit working, others may slow down and others will stop working completely. Some want to travel; others want to garden. Some may even want to turn a hobby into a new business.

Regardless of your personal circumstances, we can custom design a retirement income plan to suit you, keeping in mind that added safety, growth, and income are not mutually exclusive.

Retirement income planning involves organizing your financial resources to achieve your goals at a predetermined time in the future. When developing a retirement income plan, it is crucial to ensure your company retirement plan and IRAs, investments, income plan, risk plan, and Social Security are working together and not against each other.

Retirement is the day your money works for you instead of you working for your money.


Plan For Your Future

There is no one “best place” to put your retirement money, because each individual and couple has unique requirements, different tolerances for risk, and separate timelines for when they need their money. Likewise, there is no one place to keep your money that fits everyone. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

Income Planning

How We Can Help

Imagine your future 20 years from now.

What financial advice will you look back and wish you could give yourself today? Looking forward, what kind of lifestyle do you hope to create for your retirement by then?

Now imagine that from this moment on, you could know how much money you need and where it will come from every month in order to live the retirement you desire.

Sound impossible?

At Matthew James Financial Group, we strive to help each of our clients know how much money they will have every month of every year. We concentrate on helping retirees and pre-retirees overcome the anxiety of retirement by providing added security, consistency, and predictability to their retirement income, no matter what the stock market does.

We often hear from our clients that they sleep better and worry less knowing they have a more secure income plan. As a result, we have seen their sense of confidence increase dramatically.

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