You are now executing the bulk of your financial plan. We can help you ensure that income continues but also find the right avenues for leaving money to your loved ones.
Which retirement accounts should I exhaust first? How much money should I budget per month? How can I leave the most money as possible to my family with the least tax burden as possible?
Many of our clients at your age are concerned about:
Your Focus Areas on The ROI Group Financial Pyramid
Retirement obviously isn’t free. Most people need a budget and a plan for withdrawing funds from retirement accounts to avoid penalties and maximize money saved.
Insurance policies at your age can do more for you than you might think – including the ability to help you leave money to your loved ones.
Exhausting your brokerage accounts as part of your retirement plan can be tricky.
Guaranteeing income for the rest of your days and finding ways to transfer money to your loved ones are the top two goals of people your age.
From health care and Medicare planning to final expense and legacy considerations, our experts can help you.
Like with most advanced financial concepts, not many people are familiar with financial risk tolerance. But it’s critical that everyone who wants to invest money understand how risky they are by nature – especially when it comes to finances.
If you’ve ever sat down with a financial planning adviser, life insurance salesman, or business consultant, you’ll know where we’re coming from – and why we launched The ROI Group for individuals, families, and businesses. While we personally know and have worked with many honest, hard-working, talented professionals in each of these business categories, we’ve […]