Your Next Step


     The longest journey begins with a single step.

Before any journey can begin a few key questions have to be answered.

  • Where am I now?
  • Where do I want to go?
  • What are my resources?
  • Are my resources enough for the journey?
  • Am I protected against a break down?
  • What if I change my plans?

In retirement income planning we start with the who, what, when, where and how questions.  These help us determine the direction we will take.

We then evaluate our resources and determine if we can get where we want to go.  This worksheet can be helpful in determining what you have as resources and how they can be applied toward your objectives.

Income Planning Worksheet

After you know what your resources are we can help you determine if they can be structured to meet your retirement income objectives.

We then will review with you the steps that may need to be taken to help protect yourself in the event things don't work out as envisioned.  Potential problems could be sickness, investment challenges, death or other family challenges.

Finally, we'll put together a plan.  This plan will be designed for your specific objectives.

Working together, we will help you create Your Retirement Income Strategy.

Please call us today at 314-966-4848 to schedule your complimentary initial planning session.