Retirement Planning Services
Spending some time on Retirement Planning is the key to achieving your dream of a secure, comfortable retirement.
At Quinn Financial Planning (QFP), we know that every person has different retirement goals. We listen to your retirement dreams, then help you put a plan in place to make those dreams come true.
Our Retirement Planning Services
You will need 70 percent of your current income to maintain your current living standard, according to the US Department of Labor. The earlier you start preparing for retirement, the more certain you can be that your retirement goals are on track. At Quinn Financial Planning, along with other financial planning services, we can help you:
- Analyze retirement assets during draw-down periods and help make sure you aren’t at risk of outliving your assets.
- Set up an estate planning checklist.
- Review wills and trusts and offer possible improvements.
- Make sure assets are organized and titled correctly so that your intentions and wishes are followed.
- Ensure your assets are going exactly where you want, as fast as you desire, with the fewest possible tax ramifications.