Specializing in retirement income solutions.

Income Planning

Budgeting and
managing money

We will work through the process to identify your needs, goals and strategy, and put your plan into action. We will give you independent advice and help you search over to thousands of opportunities to find the right one for you.

  • Advice and guides to help improve your finances
  • Tools and calculators to help you keep track and plan ahead
  • Support in person, over the phone and online

Planning

According to a recent study, for a married couple age 65 there is now a 50 percent chance that at least one spouse will live to age 94.1 This means that you may need to plan for your retirement savings to potentially last 25 to 30 years, or more!

We’re here to remove that black cloud of uncertainty

While it seems hard enough to understand how much money you will need each month after taxes the first day you retire, it gets a whole lot more complicated.

After adjusting up for inflation each year, navigating a volatile stock market, a changing health system, integrating social security or pensions with the rest of your investible assets…. Do you have a custom roadmap to make sure you won’t run out of money before you run out of time? Sixty-one percent of Americans surveyed said they were more afraid of outliving their assets than they were of dying.

Well at retireXP we’re here to remove that fear, take away that black cloud of uncertainty, and put all of the pieces of the puzzle together for you.

Call us today to find out how to get a no cost, no obligation custom income plan built for you.

1 Prepared by Ernst & Young Insurance and Actuarial Advisory Services practice. The analysis uses the Annuity 2000 mortality table with Scale G2 mortality improvements.

2 State of the Insured Retirement Industry: 2012 Recap and a 2013 Outlook, Insured Retirement Institute.