Comprehensive Retirement Planning Macon, GA
In preparing for retirement, you may have a particular savings goal in mind that will set you up for your golden years. One of the most important goals for retirement is to make sure you can afford and maintain your standard of living, in addition to being able to travel or engage in other activities you might enjoy. Our team at Security First Asset Management in Macon, GA is here to serve as your retirement income planner, helping you create a new retirement plan or enhance your existing plan.
Planning for retirement is more than simply saving up a certain sum of money. There are numerous decisions to be made about retirement that also require your attention. From an individual 401k, to whole life insurance, to a thrift savings plan, and more, there are many potential elements that go into the best retirement plans.
Retirement Income Planning Services
Our planning professionals can help you better understand these common elements of retirement and how, or if, they should fit into your plan:
- Income Planning
- Managing and Mitigating Risk (Life & Extended Care Insurance)
- Social Security Income
- Estate Planning & Legacy Protection
- Qualified & Non-Qualified Plans
- Roth IRA and Roth Conversion Strategies
- Pension Plan Review and Optimization
- IRA Transfers and Rollovers
- Federal Employees – TSP Optimizing
- Employer-Sponsored Plans – 401(k)s and 403(b)s
Our professional retirement planners can help you meet your retirement goals with effective portfolio strategies, and also answer any questions you may have about the way forward.
We help you understand the more complex parts of retirement planning and see how your pre- and post-retirement income planning picture will look.