Income planning through your retirement.
When it comes to retirement, the most common questions we’re asked are, “How much will I need to retire?” and, “How can my savings generate enough monthly income to fund my retirement?”
And although these questions may be universal, the “right answers” are unique to you and your retirement goals.
We can help you choose the right income strategies to meet your long-term retirement needs by working with you to:
- Compile a tax optimized withdrawal strategy
- Maximize investment income and minimize portfolio volatility
- Consider tax strategies of potential long & short-term opportunities
- Re-forecast long-term income and re-calculate withdrawal plan
- Evaluate income projections against your goals
So, if you’re nearing retirement and wondering if you’ve saved enough, this is the perfect opportunity. A complimentary, no-pressure phone or video call with a professional KCP advisor.
You have multiple options:
Retirement Income Check-In – 30 min.
This is the best option if you’re considering working with a financial advisor but aren’t sure exactly how this relationship fits into your life.
During this meeting, we’ll ask you some general questions about your current financial needs while answering any pressing retirement planning questions or concerns that might be weighing on you.
This is your opportunity to better understand KCP’s approach to retirement income planning, while receiving some beneficial information designed to help you determine the next best steps for planning for your life beyond work.
Financial Planning Consultation – 60 min.
We believe that choosing the right advisor to help you reach your financial goals is one of the biggest decisions you’ll ever make. That’s why our Initial Financial Discussion is 100% about you.
Designed for someone who is actively seeking a financial advisor to partner with, this meeting is an opportunity for you to get acquainted, talk about your goals for the future, take a deeper dive into your overall financial needs or concerns, and explore how we may be able to help you.
Retirement is unique for everyone. That’s why the advisor you’re matched with will assess your current financial situation based on the information you’re comfortable sharing. By the end of this meeting, we hope you’ll have a clear picture about whether we’re the ideal partner for you, your family, and to help you meet your needs.
That’s it! No surprises, sales tactics, or pressure.
