Through our Retirement Playbook process, we will review your current income situation and show you your potential income in retirement. We’ll work with you to create a sustainable income that will last for the rest of your life. We’ll help you understand your Social Security options and maximize the benefits for your situation. If you have a pension, we will guide you through the options available and help you make the right choice. We’ll help prepare you for other considerations such as a premature death of a spouse, inflation, or taxation.
Your overall financial path should include managing your investments, planning for emergencies, budgeting for big purchases and major life changes, protecting assets, and saving for your future through retirement planning. The dedicated staff at Knox Wealth Management can help you plan for your future with a comprehensive financial plan that aims to build your assets.