INCOME PLANNING & MANAGING YOUR PLAN
The Platinum Blueprint creates a personalized strategy that considers all your retirement income sources and provides recommendations for generating income most efficiently.
Income & Expense Management
We’ll work with you to project your retirement expenses, recognizing that your needs will fluctuate from year to year, so you can be confident your money will be there when you need it.
Long-term Spending and Withdrawal Plan
Strategic withdrawals can significantly impact how long your retirement savings last. Our plan analyzes tax-efficient strategies to help you maximize your resources.
Smart Social Security Claiming Strategies
Don’t let Social Security’s complexity overwhelm you. The PLATINUM BLUEPRINT provides a step-by-step plan, coordinating your benefits with your other assets to help your resources last longer.
One of the first questions we encounter with a soon-to-be retiree is…
“Where am I going to get income from?”
One of the first questions we encounter with a soon-to-be retiree is…
There are many factors that go into designing your independent Income Plan, but we take the time upfront with the PLATINUM BLUEPRINT process to show you exactly where your income will come from.