Planning for Retirement or already Retired

My goal in helping our clients plan for retirement is to make sure that your money lasts longer than you do, and not the other way around in your retirement. We want you to enjoy a long and prosperous retirement, without worrying about your money. We do this by accurately measuring your retirement needs, planning for unexpected expenses such as a medical crises, and determining the appropriate amount of risk that should be built into your investment portfolio. We then concurrently measure your retirement plan to make sure that you are on track, and if necessary make the appropriate adjustments.

How do we do this?:

• Determine with as much confidence as possible your retirement income needs?
• When should you take Social Security?
• What investment assets to start taking retirement income from first?
• Are there any investments that may need to be repositioned to generate predictable retirement income?
• What is the appropriate mix of equities, bonds and cash in your investments?
• Are your beneficiaries properly established to best transfer assets to them?
• Should you consider converting existing IRA accounts to Roth IRA accounts?
• Determining the best solution for withdrawing funds from Qualified Retirement Plans and IRA's?

Additional Information:
Who Do We Serve

• Planning for Retirement or already Retired
• Planning for Health Care Professionals
• Financial Planning for Federal Employees
• Financial Planning for Families and Individuals
• Financial Planning for Metrum Community Credit Union Members

Contact Lerner Financial

Phone: 303-394-2332
Toll Free: 866-394-2332
Email: Richard Lerner

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