200 Ashford Center North, Suite 400
Atlanta, GA 30338
770.353.6354 phone | 770.353.6338 fax

Retirement Planning

“As for the markets and your investments, I take no chances; especially when it comes to your most serious money – your retirement assets.”

- Mark J. Stevens, CFP®, ChFC®

Retirement Planning

We understand the unique needs and challenges investors face who are retired or about to retire. It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first to minimize taxes and maximize income potential.

Through comprehensive planning, we can help you prioritize your goals and develop a strategy to protect and grow your retirement assets. Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:

  • Meeting your retirement income needs, desires and expenses
  • Maintaining lifestyle choices and priorities
  • Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals

 We can help you develop a comprehensive plan to:

  • Identify and pursue your lifetime income goals
  • Minimize taxes on income—now and during retirement
  • Evaluate the variables in your retirement plan to ensure alignment with your objectives

Retirement Accumulation Strategies

  • 401(k)/RA Rollovers
  • Traditional and Roth IRAs
  • SEP IRAs
  • 401(k)/403(b) Retirement Plans

Income distribution strategies

Income For Life -click to view our unique retirement income model

  • Retirement Probability analysis* stress tested against 85+ years of market data link to Betavest site
  • Tax efficient Strategies

Pension option assessment

Asset protection strategies

*A common mistake in calculating retirement asset levels is done with fixed rate of returns per year based on a long-term average rate of return. Instead, our analysis uses historical asset class returns in conjunction with rolling period analysis. This method provides us with a historically supported perspective of the probability of achieving your retirement income goals.

*Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness 

Asset Management

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, GA, NC, SC, TN, TX, VA.
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