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Retirement Planning

We understand the unique needs and challenges investors face who are retired or about to retire. It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first in seeking to reduce your tax liability and potentially enhance your income potential.

Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to preserve and grow your retirement assets. Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you:

  • Address your retirement income needs, desires and expenses
  • Maintain lifestyle choices and priorities
  • Ensure that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals
 
PSC Financial will help you:

  • Define your goals and objectives for life in retirement
  • Analyze your predictable and variable income sources to determine if additional resources are needed
  • Develop a comprehensive retirement income strategy aligned with your goals and objectives for retirement, as well as your estate and legacy goals

We can assist you with the following retirement plans and strategies:
  • Retirement Income Planning
  • Tax-efficient Retirement Distribution Planning
  • 401(k)/IRA Rollovers
  • Traditional and Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • Executive Compensation Planning
  • Corporate Retirement Plans

Will You Be Ready for Retirement on Your Terms?If you have questions about how prepared you are, or how long your income may last in retirement, we will be happy to meet with you to discuss your concerns and your objectives. There’s nothing more rewarding than the confidence that comes with knowing you are on the right path to pursuing your important financial goals. 

Contact Us to learn more.



No strategy assures success or protects against loss. 

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©Copyright 2014, PSC Financial, LLC

All rights reserved.
Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through PSC Financial, LLC, a Registered Investment Advisor and separate entity from LPL Financial. The RIA registration does not imply approval on the merits by the Department of Commerce.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
AZ, CA, CO, FL, IL, MI, MN, NH, OH, OR, VA, WI.


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