Retirement Planning
Invest in Your Future
Let us help you plan for a secure retirement. Our team will assess your financial goals, recommend tax-efficient savings strategies, guide your investments, and plan for Social Security and withdrawals. We ensure that you’re prepared for a comfortable and confident retirement.
Be Prepared
Have you completed your retirement checklist?
Some retirees overlook planning and significantly shortchange themselves in retirement. It is extremely important to complete your retirement checklist if you want to maximize funds in retirement and plan properly for you and your family.
The CSI Group has a team of Certified Public Accountants, (IRS) Enrolled Agents, Certified Financial Planners, Registered Investment Advisors, Tax Attorneys, and Insurance Professionals with decades of experience to make sure you are making the right choices.
Common Questions:
- When should you take Social Security?
- Will your money last?
- Have you planned your will?
- Do you have a living will & health care proxy?
- Who will be your power of attorney?
- Have you considered a trust?
- Do you have long-term care insurance?
- How can you pay the last taxes in retirement?
- Is there a plan for your spouse if you die?
- PENSIONS: Should you take a lump sum payout or an annuity option?
OTHER SERVICES
Income Tax Preparation
Retirement Planning
Investment Advisory
Estate, Trust & Will Planning
