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Retirement Distribution Planning

You work hard accumulating considerable assets to prepare for retirement. However, once you retire, you must effectively turn those assets into an income stream that will help you achieve -- and then sustain -- a comfortable lifestyle for the rest of your life. Additionally, you face new risks in retirement that may not affect or concern you during your working years. Through the Retirement Income Confidence Process™, we help you develop a plan to overcome these risks and optimize your income.

As you move through this process, we will advise you on:

  • Social Security Optimization Strategies 
  • Budgeting
  • Long Term Care*
  • Investment Allocation and Management**
  • Legacy Planning
  • Tax Efficiency Strategies***
  • Cash Flow Optimization
  • Guaranteed Lifetime Income

*Guardian or its subsidiaries do not offer Long Term Care

**Investment Allocation & Management are offered through Park Avenue Securities

***Consolidated Planning advisors and representatives do not provide specific tax or legal advice and this information should not be considered as such. You should consult your tax or legal advisor regarding your individual situation.