As you approach retirement, you may be wondering if you’ve saved enough. You may be wondering how to turn your savings into monthly income. At Cornerstone Financial Group, we understand that no two retirements are alike. That is why we work with you to develop a custom retirement plan specifically designed to help you live the retirement of your dreams.
We help you save throughout your career in tax-efficient vehicles. As you approach retirement, a strategy to consider might be shifting your portfolio from primarily growth-focused to primarily income-focused investments. We conduct a thorough review of your Social Security benefits, taking into consideration your marital status, monthly income requirements, life expectancy and more. We use this information to help maximize your monthly income payments. We then revisit your plan on a regular basis to help ensure it continues to adequately support your retirement lifestyle.