There is much more to retirement planning than you might think or what your previous advisors may have discussed with you. Many advisors only go as far as discussing possibly using a “bucket strategy” and/or just following the “4% rule” on how to take retirement income. This is simply the tip of the iceberg and not enough to make the most out of your retirement years. In fact, if you plan correctly you should be able to spend significantly more than just 4% without any concerns. At Foresight we have worked with thousands of retirees in all the different stages of their retirement. Our founder has even taught Retirement Planning courses for major Universities. Why not work with an expert in all of the many complex elements of retirement and distribution planning.

Our clients are my number one priority, and our services prove just how committed we are to their success. Book an introductory meeting today to learn more.

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Just some of the questions that we can help you answer.

Preparing to Retire:

When can I retire?

When should I take Social Security?

Will I be able to maintain my lifestyle?

Will I be able to afford my retirement bucket list items?

Living in Retirement:

How should I create income in retirement?

Am I able to spend more than 4% per year?

What are the most tax efficient ways to spend my retirement savings?

Should I spend my regular savings first, or my employer retirement plans, IRAs or Roth IRAs first?

Will a bad market derail my retirement plans?

How should I be invested during retirement?

How should I best handle taking my RMDs?

How do I make sure that I don’t run out of money?

How do I make sure my spouse is protected if anything happens to me?

What should I know about health care costs in retirement?

How do I balance financially assisting my family but still making sure that I don’t sacrifice my retirement lifestyle?

Do I need Long Term Care Insurance?


Distribution Planning

We are here to help you take every financial advantage while you enjoy your retirement.