Retirement Planning Services
Retirement Planning is one of the main goals of most clients. The retirement planning process is aimed at answering the following very important questions:
Will I have enough money for my retirement?
How do I efficiently distribute my assets in retirement
so I don’t run out of money?
Our Six Step Retirement and Income planning includes:
- Systematic Approach to Decumulation
- Intelligent Design for Tax Diversification
- Pensionized Income
- A Plan to manage uncertainty
- Integrating Investments
- Timing Social Security Benefits
We offer free initial consultations. Contact us to learn how we can help you navigate your retirement future.
Peter Melsness, CFP® (507) 316-0160 (Rochester)
Eaton Miller (507) 380-5558 (Austin/Hayfield)