Retirement Planning Group

Retirement Planning

Our simple review will help you evaluate your retirement planning progress thus far, or will set you on the right course if you are just beginning. We will:

Analyze your present situation, including income, expenses, assets and liabilities.
Find out how much you can expect to receive from Social Security, veteran benefits
    and pension plans, including IRAs.
Estimate how much you should receive from interest earned on savings, investments
    and life insurance, as well as real estate rentals.
Review your life, health and disability income insurance policies to see if they meet
    your present and future needs.
Help you determine which of your expenses are likely to increase and which are
    likely to decrease after you retire.
Help you set monthly and annual financial retirement goals.
Determine the amount you should begin to set aside monthly and yearly to close
    the gap between your income goals and your potential retirement income.

Call Leonard Dam CPA, CFP at (847) 587-3022