Retirement & Cash Flow Planning
Whether you are retired, nearing retirement, or planning for the long-term, preparing for this phase of your life is vital in helping you maintain an optimal lifestyle. At Vantage Advisors, we work carefully with each client to analyze your existing assets, your goals and your expected time until retirement in order to build a customized retirement income plan that also takes into account the following factors:
- Social Security income strategies
- Longevity risk
- Income tax planning
- Healthcare costs
- Long term care (LTC) planning
Aligned with your overall wealth management strategy, the resulting plan will be designed to leverage your assets to protect and sustain an ideal retirement outcome.