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What We Do
  • Retirement Planneing

Retirement planning

Retirement planning is one of those things that often gets pushed aside and then as the time to retire draws nearer, people are rushing and panicking to do what they can to secure their retirement. If you are one of those people who is telling yourself that it is too early to start planning and saving for retirement, we strongly urge you to change that mindset. Once you get closer to the age of retiring, would it not be much nicer to start winding down instead of hurrying to get everything done all at once? As experienced financial advisers, one of our areas of focus is retirement planning. As in all of the services that we offer, we will always help you through this planning with total honesty and professionalism. The average American spends 30 years in retirement. We hope that if you choose us as your financial advisers, you will allow us to make the years you spend in retirement everything you are hoping for.

The reason that it is ideal to hire a reputable financial adviser when you decide to begin planning for retirement is that there are a lot of things that can easily be overlooked when planning. Also, if not properly planned, instead of being a relaxing time retirement can then turn into more stress. This can mean you might have to get another job when you really wanted travel and enjoy a comfortable living.

We can help you plan for a hassle-free and wonderful retirement in a number of ways. Our team of advisors will make sure that you are being the most efficient with your money. We can show you long-term investment strategies to meet retirement goals, minimize your estate tax liability, and provide security for you and your family. Of course, there is a lot that goes into successful retirement planning.

Pre-Retirement Planning

Part of any retirement plan is understanding what kind if lifestyle you are expecting to life when you get to the point where you are ready to retire. Some people choose to keep working for the rest of their lives, while some other people may choose to make more time for leisure activities. Whatever it is that you choose to do, you need to understand exactly what it is and make proper arrangements for living that lifestyle successfully. One of the things that you will need to estimate is the cost of living throughout your retirement. Maybe you will choose to move to that dream house in the mountains, maybe you want to move into something smaller and lower maintenance, or maybe you simply want to be sure that you will be able to afford to live the home you are in right now. Another thing you will need to is to project the income you can expect from all sources.

You will need personalized strategies for the management of retirement assets, and this is a huge part of the process where we can help you. With the busy lives people are leading these days, it is easy to lose track of these kind of things. Even the most organized people can miss things here and there, but if you allow us to help you, we will make sure that you are making the best decisions. We will also personally guide you through ways to avoid needless penalties and taxes. When it comes to making important beneficiary and distribution decisions.

In addition to retirement planning, we also offer other services such as estate planning and wealth management. It would be an honor to our team to assist you plan a happy retirement and help you with any other services of mind that would be beneficial. Our personalized approach to getting to know our clients as individual is what we feel makes us stand out from other financial advisers or big banks. Our entire team of experts have been passionate about helping people around them, manage their money for the bulk of their adult lifes. We are thankful to have had the chance to turn helping people, doing something we love, into a rewarding career.

If you have any questions for us, or if you fell that we are the right financial adviser for you, please contact us. We offer personalized service to communities in the North Orlando area, including Lake Mary, Longwood, Heathrow, Sanford, Maitland, Winter Park and all other north Orlando communities. Our office is located at 1540 International Pkwy., Ste. 2000, Lake Mary, FL 32746. You may also reach the company president (Greg) at (407) 536-5220.

In Partnership With

Charles Schwab Money Guide Pro Asset Dedication

Your assets will be maintained by an unaffiliated, qualified custodian, such as a bank, broker/dealer, mutual fund companies or transfer agent. Your assets are not held by our advisory firm or any associate of our firm.

Greg Gustin

Greg GustinPresident, MBA, RICP®