top of page

INCOME PLANNING

Understand what you have and what you need

bank-number-usa-bills-dollar.jpg

Flipping the switch from saving to spending doesn't always happen easily. People often tell us they really hadn't thought much about how to plan to spend their money in retirement. But planning to spend is a good way to enjoy your retirement years knowing you will be okay. Here are some questions to help you start thinking about your income and spending in retirement.

          1.  How do I make sure I won't run out of money?

          2. What if I get sick?

          3. When should I take my Social Security? 

          4. Is my money safe in the market?

          5. How do I make sure my family is taken care of after I'm gone?

          6. What about peace of mind?

Get some answers to these questions and more.

We'll go over all your areas of concern and give you ideas that can truly make a difference in your retirement. 

Gardening Together
Get expert advice from a local and friendly company. 
CONTACT US
ADDRESS
OFFICE HOURS
PHONE
EMAIL

1804 W Union Ave, Suite 202, Tacoma, WA 98405

Monday to Friday

9:00 am - 5:00 pm

253-327-1177

You can also visit us; we'd love to meet you.
bottom of page