Retirement Income Planning
At Asset Preservation Solutions, we believe that life is more than a paycheck. Our mission is to ease your worries and help you create a sound financial strategy that provides not only a steady paycheck for life, but a "playcheck" as well.
As part of the Asset Preservation Solutions Process, we'll help you create a retirement income plan that balances:
- Monthly Living Expenses
- Budgeting for Luxuries & Quality of Life
- Planning your Social Security Benefits for Maximum Results
- Factoring in Pension Withdrawal Strategies
- Factoring in both Expected & Unexpected Medical Expenses
How Much is Your Retirement Worth?
Many seniors underestimate the true value of their retirement. Once you factor in Social Security and Pensions, the numbers are usually quite a bit larger than most people suspect.
Consider the following:
- Average Retirement Savings: $255,000
- Average Home Value: $188,900
- Average Social Security Benefit for a Married Couple: $1,024,848
- Total Retirement Value: $1,468,748
Providing for a Tax-Free Retirement:
Did you know up to 85% of your social security can be taxed?
The good news is that, as a senior, you now have the great advantage of being able to control just how much taxable income you have each year. Through forward tax planning, we can help you plan your retirement and help you choose the right strategies and vehicles for getting the most out of your social security, pension, and investments.
We will help you take advantage of your unique situation to make the most out of your retirement. Imagine if, the next time you had a stock market loss or business loss, you were able to convert that into a tax-free retirement saving? Our goal is help you maximize your retirement while minimizing your taxation using every rule in the book. As advisors who specialize in retirement planning, we have the training and experience to get the most out of your retirement.
To Learn More Attend An Upcoming Class!
Wesley teaches regular classes for local seniors that are designed to help seniors understand and take control of their financial future. It is Wesley 's belief that confidence and peace of mind can only be achieved when you know, without a shred of a doubt, that you've made the best decision for yourself and your loved ones.
Click Here for a complete listing of upcoming events in your area, or call today and schedule a free no-obligation consultation with Wesley. Take control of your future. You deserve better.