Planning for your retirement is not an event or a product. It’s a process that should change and adapt as your situation changes. Ingenium Financial can help you create a clear path to your goals—one that makes you feel more secure and prepared for the future. By following that path, you can enjoy retired life to the fullest.

Your retirement goals may include:

  • Traveling
  • Relocating or updating your home
  • Purchasing a vacation property
  • Funding college for a loved one
  • Learning a new skill or hobby
  • Supporting an important cause

Our planning philosophy includes covering essential expenses with guaranteed lifetime income, so you don’t have to worry about outliving your money. A sound investment plan will fund your additional expenses to add the flavor and color that will make your retirement uniquely yours.

We can help you:

  • Define and prioritize your goals
  • Set savings and spending goals before and after retirement
  • Coordinate various types of assets to fund your goals more efficiently
  • Define a tax strategy to help minimize your lifetime tax liabilities
  • Analyze and execute an efficient Social Security claiming strategy
  • Create and fund your Long-Term Care plan
  • Develop a legacy plan to efficiently pass remaining assets to the next generation

Schedule a free consultation to see how we can help you foster more peace and happiness with a written plan to achieve your retirement goals and dreams.