Retirement Planning

Planning for Retirement

According to ConvergEx Group, “Only 58% of Americans are saving for retirement. Of that group, 60% have less than $25,000 put away, a full 30% have less than $1,000.” According to Nielsen Claritas, Americans age 55 to 64 have a median net worth of $180,000, less than they’ll likely need for health care spending alone during retirement.

When asked, most Physicians say that the sale of their practice IS their “retirement plan.” However, our clients benefit from our years of experience to diversify and create a Plan B.

Several retirement options are available, including, but not limited to:

  • 401(k)
  • Fully Insured Pension Plans
  • IRAs
  • Annuities with lifetime income riders

Would you like to learn more about retirement?
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