- Review Future Income Sources and Time-Lines
- Discuss Needs and Wants in Retirement
- Develop a Written Income Plan
- Retirement Asset Analysis
- Build Tailored Portfolio
In retirement, your life blood is how much income you have coming in, we like to make sure it’s also from a guaranteed source. Social Security, Pensions are all sources of income, generally trying to live off of just Social Security is not enough. Pensions are going away and some are underfunded and in trouble. Bussenger Financial Group is your ultimate guide to positioning portions of your retirement funds so they can work for you.