Comprehensive and goals-based financial planning
Money Professionals, LLC offers both comprehensive and goals-based financial planning on an hourly fee basis or by retainer. Our comprehensive planning services may include the following:
Retirement Income Planning
Our firm specializes in Retirement Income Planning for those approaching or already in retirement.
Investing during retirement is completely different from investing for retirement. The requirement to generate consistent and reliable income over the long-term changes the investment focus in a fundamental way.
During the accumulation phase, it is completely rational and consistent to take a full measure of equity risk in return for the probability of higher returns. The emphasis is correctly placed on attaining the highest possible return. At retirement, however, the objectives change to generating income and not running out of money. An entirely different strategy is called for.
Concerns Approaching Retirement
If you are approaching retirement, you are likely to have several key concerns?
Concerns During Retirement
If you are already retired, your concerns will probably include:
Our firm can assist you in answering these and other important questions pertaining to your retirement and/or other planning issues.
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