We
combine an understanding of the retirement planning needs facing those investing for retirement
with specific
strategies designed to help address those needs.
Issues
We Address
-
How
much do I need to retire comfortably?
-
How
much should I be saving to retire comfortably?
-
Am
I on track to retire at the age I'd like to?
-
Am
I using the right retirement investment vehicles for my situation?
-
How
much should I contribute to employer-sponsored plans?
-
Do
I have the appropriate life, disability and long-term care insurance
coverage?
|
Potential
Strategies
-
Retirement
income planning
-
Qualified
plans (Traditional and Roth 401(k)s)
-
Traditional
and Roth IRAs
-
SEP
IRAs, Simple IRAs
-
Roth
IRA conversions
-
Annuities,
life insurance and long-term care insurance
|
Life insurance, disability income insurance, and long-term care
insurance
are offered through Steward Partners Investment Solutions, LLC's licensed insurance agency
affiliates.