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RETIREMENT PLANNING

Click this link to watch a short video on our Wealth Management System!

Our services in this area include, but are not limited to:

  • Establishment of Retirement Requirements (Age, Location, Lifestyle, Recreation, Dependents)
  • Comprehensive Funding Needs Calculation
  • Current accumulated retirement resources
  • Time weighted analysis of resource value
  • Retirement Gap Analysis
  • Opportunities Analysis to meeting funding needs
  • Give and Take Appropriations - What do you have to have, and what would you be willing to give up
  • Retirement Plan of action

Life is full of milestones, and one of the most critical of those events is retirement. Most endure a lifetime of hard work, sacrifice and planning to prepare for this inevitable opportunity to live life on their own terms. Still, with fluctuations in the stock market, changes in the economy and the ever changing landscape of legislation the importance of having a balanced and diverse approach to preparing for and living in retirement is critical.

The challenge is there is not one solution to a secure retirement, there are a multitude of options that could result in various scenarios of success. Today, your retirement goals and aspirations matter more than ever, because without a clear and decisive plan of action it will be difficult to achieve the results you seek. Supplemental sources of income in retirement such as social security and other government programs remain fluid in their application.

We specialize in assisting individuals and families as they work to alleviate the noise and confusion that retirement planning can create. Unfortunately simply contributing to your 401(k) alone is no longer enough. Pensions have become a thing of the past, and a determination of who besides yourself you plan to support during your retirement is critical.

The strategies and tactics available to you are vast, but with our time-tested planning process to support the creation and development of your retirement income plan the solution for your situation will be clear.



 
 
 Registered associates of Academy Financial Inc. are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-1433811-030216

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. 

Insurance: AL, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, VA, WA, WV AND WY

Securities: AK, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MA, MD, MI, MN, NV, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, WA, WV AND WY

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.lfg.com

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. 

 


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