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Financial Planning Services

INCOME PLANNING

Nearly 80% of those about to retire are concerned about having adquate income during retirement.

  • How will you know if you will have enough money for retirement?
  • How much will inflation affect your retirement income twenty years out?
  • Will the markets volatile ups and downs or another terrorist attack dramatically affect your standard of living?
  • Where can you find growth, security, AND income for retirement?
  • Is there a successful financial strategy that will guarantee that you will never run out of money?
Are you like most people about to retire, asking yourself some of these same questions?
  • We provide income analysis programs that will determine how long your money will last in retirement.
  • We also provde income planning that can give you a lifetime of income that is guaranteed to last as long as you live.

ESTATE/SURVIVORSHIP PLANNING


  • Will the IRS be your largest heir?
  • Will a Stretch IRA increase your legacy for your heirs?
  • How much income will your spouse lose at your death?
  • Should you consider a surviorship plan?

Do you feel it's important to maximize your legacy without giving it away to the IRS? Is it important to you to make sure your spouse has adequate income when you're gone?We help people every year reduce the amount of taxes that is loss at death. We have the knowledge and know-how to maximize your estate to its heirs. Through our income planning we can determine how a death will impact your income.




Empowered Financial Group | 1817 Shady Point Dr | Verona WI 53593