The 5 Step Retirement Income Plan
Transitioning into retirement can be one of the biggest changes you'll ever experience.
Use this guide as a first step down the path to retirement success. And please reach out to us with any questions or to discuss your personal financial goals and dreams!
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Insights you will gain from our retirement income guide.
Estimating Monthly
Expenses
The first step to knowing whether your nest egg is large enough to fund your retirement is determining what you expect to spend each month in retirement.
Calculating Guaranteed Income Sources
A guaranteed source of income is one that you can’t outlive. You’ll get a steady check each month, regardless of what happens in the financial markets.
How to Draw Up an
Income Plan
Your retirement income gap is the amount of money you’ll need to produce each month using your retirement savings.
Determining Your
Margin of Safety
Withdrawing more than 4% from your portfolio annually means there is a higher likelihood you could run out of money at some point in your retirement.
Understanding and Accounting for Inflation
Your purchasing power will decline over time as you age. Inflation is the silent killer when it comes to retirement planning.
About the Book
One of the hardest parts about making the transition to retirement is that you don’t know exactly how much money you’ll need to live comfortably. Fortunately, diligent preparation can ensure you have an adequate safety net and high probability of success in retirement.
This 5 step guide will help you do just that – outline a retirement income plan that gives you confidence in your financial position. Get started today and leave your worries behind.
Financial Synergies
Wealth Advisors
Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm located in Houston, Texas. For over thirty-five, years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.
Our primary goal is to simplify your financial life. Our CERTIFIED FINANCIAL PLANNER® professionals and advisors combine investment management and holistic financial planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.
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Financial Synergies Wealth Advisors
4400 Post Oak Pkwy, Ste 200
Houston, TX 77027
- 713-623-6600
- [email protected]
- Weekdays: 8:00am to 5:00pm
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty five years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
