My Clients and I work together to combine all of their retirement income sources together into an income bucket strategy for them in retirement.
Each relationship begins with a discovery process designed to help me understand your current financial position
Next step is to help you define your retirement goals, develop a time horizon to achieve them, and gather important records.
Side by side we compare your current retirement income plan to the retirement income plan you desire to see if you are on track.
Together we review recommendations on maintaining your current path and/or the steps you can take to improve your retirement income plan.
Once we agree upon a course of action, we begin putting your plan into action. Sometimes this is as simple as showing you how to transition your hard earned retirement savings dollars into monthly income.
A financial plan is only indirectly about money. It’s really about understanding the life you want and taking the right steps toward making it a reality. With the right plan in place, my clients spend less time worrying about money and more time enjoying their growing families.
If you are interested in establishing an income plan for your retirement and would like some help, please give us a call at (937)498-4041.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Courtview Financial Group, LTD is an independent firm and not affiliated with Money Concepts