Private Wealth Manager Macon GA
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Income Planning

Income Planning Macon, GA

When it comes to income planning for retirement, investors often focus on saving as much money as possible to grow a nest egg. However, it is important to learn how to make the money you’ve earned and saved last all the way through your retirement years. At Security First Asset Management in Macon, GA, we help you create and follow through with a plan that will help you produce income streams to sustain you through retirement, so you can enjoy your golden years.

Social Security and Pension Income Planning

Many retirees depend on Social Security for the bulk of their retirement income. The time you decide to start drawing Social Security has a big impact on how much you receive. Based on your specific financial situation and preferences, a Social Security income planner from our team can help you determine your ideal age to start receiving these benefits.

When it comes to pension income, deciding to take your pension in the form of a fixed income stream or as a lump sum will impact how much tax you need to pay. We can help you understand the benefits and disadvantages of either approach.

Investment and Other Income Planning

As professional investment income planners, we help our clients plan to reach their unique financial goals through the development of personalized investment portfolios that help them explore their income potential. The strategies we offer help minimize risk and maximize growth to help you achieve financial security for your retirement years.

Contact Us for Income Planning Services

To learn more about how we can provide you with income planning services in Macon, GA that help meet your retirement goals, give us a call today at 888.488.1871, or send us a message through our contact form.

Contact Us

Have a question or need assistance? Fill out the form below, and our team will promptly get back to you. From financial guidance to investing, retirement planning, and risk management, we’re here to support you in achieving your financial goals.

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