A secure, comfortable and early retirement is every worker’s dream; however, planning for the future can be a daunting task with countless variables to consider. At Legacy Wealth Alliance, we have the knowledge and real-world experience it takes to simplify the process and help our clients develop a realistic retirement planning strategy, one that can help to avoid outliving their assets. We provide advice on retirement planning, including IRAs, 401k(s), annuities, Social Security, estate planning and savings plans to help guide you along the path of retirement planning.
- Analyzes your present retirement plans, including company sponsored profit sharing, 401(k), and pension plans and how they meet your projected retirement needs.
- Determines whether your projected resources should be enough to fund your desired lifestyle at retirement.
- Identifies additional retirement planning opportunities where appropriate.
- Determines whether your retirement objectives are attainable in the event of long-term / short-term disability.
- Validates risk of long-term care and the impact on retirement assets and net worth.