3560 Quakerbridge Road I Suite C (rear) I Hamilton, NJ 08619 I (609) 588-5353 I Toll Free (866) US Seniors
Info@DedicatedSeniorAdvisors.com
Info@DedicatedSeniorAdvisors.com
Retirement Income Planning
Our INCOME FOR LIFE Plan
The goal of our Income for Life Plan is to help our clients effectively position their assets to maintain their standard of living throughout their entire retirement. Dedicated Senior Advisors creates lifelong income strategies for retirees and those planning to retire that free them from financial worry. We use a 4-step process to accomplish this:
1) Understand your objectives, and establish clearly defined needs and goals.
2) Identify and evaluate all sources of income, expenses, taxes, and cash flow, in addition to current versus optimal asset allocation, insurance protection gaps, relevant economic variables, and health/longevity risk exposure.
3) Analyze the data and create a comprehensive, yet easy-to-understand and easy-to-follow income plan.
4) Implement the plan, regularly monitor and report on its effectiveness, and update it as circumstances such as economic conditions, government policies, and your health and spending needs change.
1) Understand your objectives, and establish clearly defined needs and goals.
2) Identify and evaluate all sources of income, expenses, taxes, and cash flow, in addition to current versus optimal asset allocation, insurance protection gaps, relevant economic variables, and health/longevity risk exposure.
3) Analyze the data and create a comprehensive, yet easy-to-understand and easy-to-follow income plan.
4) Implement the plan, regularly monitor and report on its effectiveness, and update it as circumstances such as economic conditions, government policies, and your health and spending needs change.
You worked hard your entire life so that you could enjoy a stress-free retirement with fewer responsibilities and obligations. You shouldn't have to be concerned about your finances. An Income for Life Plan is designed to help you achieve your retirement goals and, most importantly, give you peace of mind.