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Retirement Planning

Tough Questions You May Be Asking

Have I accumulated enough money to live for the rest of their life without working?
Can I be as financially independent ten or twenty years after retirement as I am today?
Will I make a financial mistake from which I can never recover?

Just about every retiree must work out answers to these and other tough questions before they can enjoy a comfortable and independent retirement.  To help address these questions, Steve provides investment and distribution strategies designed to encourage growth, preserve wealth, and help create streams of income to last throughout your retirement years. If you expect to live 25 to 30 years in retirement and inflation averages 4 or 5%, then you will need to triple or quadruple your income over your retirement lifetime to maintain equal purchasing power. A retirement income plan can help address this by evaluating your overall financial situation and providing recommendations to help reach your goals.

Steve and his team hope to begin working with you years before your intended retirement, ensuring your planning needs are met through every phase of your financial life.

The Steve Robbins team focus is on serving those pre-retirees and retirees with investable assets from an IRA, 401(k) or other company retirement plan.