Retirement Income Planning
Do you know how much your retirement will cost? Have you considered how you will pay for it? Do you know how to generate the retirement income you’ll need?
For many current and future retirees, these can be stressful questions which are often put off and left unanswered for too long. Fortunately, as we help you develop a strategy that fits your priorities, at Oaks Financial Services individuals find answers to important questions.
This informative guide helps you understand:
- The asset allocation impact on portfolio returns (stocks vs. bonds)
- The risk of high withdrawals
- The pros and cons of various investment income sources
- The truth about annuities
- Social Security claiming strategies
And much more…
For a free, no obligation, complimentary consultation…