Retirement and Financial Planning

Retirement Planning

Retirement Planning That Fits You

Baby boomers are redefining age and retirement. Realizing the retirement of your dreams starts with your own personalized definition. Take some time to imagine what your retirement lifestyle would be like. Consider these questions:

The earlier and more carefully you plan, the more likely you are to realize your vision of the future and enjoy yourself when retirement actually comes. United Financial Group can guide you step-by-step through the retirement planning process and help you create a plan that meets your unique goals and objectives.

Retirement Income—Lifetime Income—Is Critical

Once you stop working, the paychecks are no longer coming in, and you have to make your savings last. Since the decline of the pension and rise of the 401(k), one of the biggest fears in retirement is running out of money. You need a plan for retirement income that you can’t outlive.

At United Financial Group, we will help you optimize your Social Security benefits, and select the Medicare plan that best fits your needs for the lowest premium. We will recommend ways to create lifetime income streams that offer guarantees, and investments designed to be low risk.