207-781-3500

Retirement Tune-Up

$499 per month for 4 months

An expert tune-up for your plan to enjoy retirement

Now that you’re retired, your nest egg is extremely important. Do you have the peace of mind that you’re on track? There’s no time like the present to examine your retirement plan with the help of a trustworthy expert. We can help you manage your cash flow to optimize your income, plan for long-term care and leave a legacy for others. If you’ve retired without a clear financial plan, we can assist with that, too.

Retirement Tune-Up helps you identify the right investment strategy and the best way to generate consistent retirement income through tax-efficient withdrawals. If you’re close to age 70 ½, we’ll direct you to the most tax-efficient way to take your Required Minimum Distributions (RMDs). If you’re considering how annuities fit into your strategy, we’re here to give you an objective opinion.

Ease your mind and make your money last:

  • Identify your goals and resources.
  • Shift your investment portfolio to suit your current situation.
  • Optimize your retirement income.
  • Establish a tax-efficient retirement withdrawal strategy that includes RMDs.
  • Understand your cash-flow needs and gain comfort from knowing you’re on track.
  • Confirm your retirement healthcare coverage.
  • Evaluate the best long-term care options to determine what’s right for you.
  • Create a legacy through charitable giving and estate planning.

Other Services

Get In Touch

We look forward to meeting you by phone, through email or in person.

Schedule An Appointment

X

 

Goldman Financial Planning, LLC.
19 Northbrook Drive
Falmouth, Maine 04105


(207) 781-3500

info@goldmanfinancialplanning.com


View Larger Map