Navigating a clear course toward your financial security.

Retirement Income Planning

The concept of retirement has evolved greatly over the last fifty years. We are living longer, perhaps retiring earlier. Fewer of us have pensions and we are increasingly responsible for providing our own income in retirement, a period of our lives that may well last thirty years.

As you approach the end of your working career, the calculation of retirement income becomes critically important. There are so many variables to understand. How do you figure out what you'll need to live on? When should you start collecting Social Security? Which pension option should you select? Which health care coverage should you choose?

Bearing Point Wealth Partners specializes in retirement income planning and investment management. Our experienced financial planners will guide you through the crucial process of setting up a secure retirement plan, and handle the day-to-day management of your assets. We approach retirement planning using a series of steps covering all aspects to help you build a secure retirement plan.

Retirement Planning Steps

Eight main steps to ensure secure retirement
  1. Set retirement goals 
  2. Assess current financial position
  3. Identify retirement income sources
  4. Evaluate retirement risks
  5. Understand health care issues
  6. Invest retirement assets
  7. Manage retirement income
  8. Monitor retirement assets

We work with many retirees to uncomplicate the retirement planning process, giving them a peace of mind.  Contact us for retirement planning advice to start a retirement plan and manage your income for an enjoyable retirement.

Download our Retirement Checklist to help you get started. 

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