Retirement
Concerned about outliving your retirement savings?
Secure your retirement with confidence.
Explore a variety of retirement options designed to help you move from building your savings to safeguarding your wealth and creating a reliable income stream.
Start learning more now by
getting a free consultation
Navigating these questions can be overwhelming for anyone. That’s why having the right partner on your side is crucial. At Penny Lane, retirement is our specialty. We aim to be your trusted partner in Tacoma as you step into this significant phase of your life.
Our goal is to develop the optimal plan tailored to your needs and goals. To kick-start the process, we'll assist you in gathering all the necessary information as we collaborate to devise a strategy aligned with your objectives.
Do I have enough money to retire?
How much money will I need for my retirement?
How long will it last?
The Retirement Crisis and
How We Can Help You
America is facing a serious retirement crisis: many Americans are not confident that they will be able to enjoy a comfortable retirement, and many of them face longevity risk, or the danger of outliving their life savings. Without a solid RETIREMENT STRATEGY, your retirement income may dwindle unexpectedly.
But rest assured, we’re here to assist.
Download this retirement sheet we have made for you, which can help you in multiple ways. It typically assists in summarizing financial resources, including savings, pensions, and other income streams, against anticipated expenses in retirement.
Our consultations are FREE and informative. No commitments—initiate your journey today to construct a plan for achieving your financial aspirations.
What to expect in your consultation:
PREPARATION
We will be your resource for you and your family as you ask these questions and prepare for retirement.
PERSONALIZATION
We will review your specific needs and discuss products and strategies that can help you achieve your goals.
GUIDANCE
Guide you on how to reduce the tax burden on your nest egg and help your money go further
CONSULTING
Help you maximize your savings and explore opportunities for retirement.
Here are other questions we can help you answer: