Having steady income in retirement is essential to maintaining your standard of living.
Why is income planning important?
Retirement brings a whole new set of challenges to your financial situation, which is why Summit Financial Partners specializes in closing the “income gap.” The “income gap” is the area in your monthly income not covered by pensions or Social Security.
In addition, the income plan focuses on the difference between accumulation and distribution. The goal is to not threaten your nest egg during the years you’re supposed to be taking trips with your spouse, spending time with your grandchildren, and checking items off your bucket list.
Our discussions when planning for income involve a few important questions:
Got questions? Contact us today.
LET US HELP YOU REACH YOUR GOALS.
Our approach to working with clients is one that is both relaxed and confident. The sound and well-researched solutions we provide to you is intended to establish a solid financial plan for your future.
– RYAN, SFP PRESIDENT