RETIREMENT PLANNING
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(800) 318-7848
With access to one of the nation’s largest networks of financial planners, PlannerConnect is committed to helping you find the right financial planner with our FREE matching service. The financial planners in our network are all licensed to create an objective, comprehensive financial plan and are not salespeople looking to make commissions by selling you products. We match you up with one qualified financial planner at a time based on an analysis of your financial and retirement planning needs and goals. If he or she is not the right fit for you, we are committed to connecting you with other financial planners until you feel comfortable. The planners in our network have agreed to provide qualified* PlannerConnect users with a complimentary initial consultation to best understand your situation. As professionals, they act in your best interests and are held to the highest ethical and compliance standards.
In today’s economic environment, few Americans believe they will achieve their goal of financial independence in their retirement years. You can improve your chances for a successful retirement through ongoing coordination and planning. This should include:
Needs assessment – You should first determine the amount of income you need in retirement and how education funding and other accumulation goals may impact your ability to save enough money. Work with your financial planner to regularly measure your progress to determine whether you’ll meet your desired time frame with the assets you require.
Retirement income modeling – Financial modeling tools can help you predict what you may need to prevent outliving your resources in retirement. They can also determine whether you have adequate resources to provide gifts or inheritances to your family without jeopardizing your financial independence.
Benefits analysis – Fringe benefit choices (such as non-qualified benefits, top hat plans, etc.) should be coordinated with your retirement objectives and your overall retirement plan.
Distribution options – An examination of the impact income and estate taxes may have on your selected distribution alternatives is critical to complete the picture of your retirement resources.
Long-term care – With the potentially catastrophic costs of long-term care, which covers nursing home or other personal care for chronic conditions, you should consider how to avoid the devastating impact a long-term care situation could have on your retirement and estate plan.
There are risks and guidelines associated with each of these strategies, so it is important to work with a financial planner to help you plan for your retirement.
If you’d like to speak with someone about Retirement Planning, take advantage of PlannerConnect's free service by telling us about your situation so we can help you Connect Now with a qualified financial planner.
*A certain level of net worth and investible assets may determine qualification.
This is a FREE service to you.
