Retiring

Planning For Retirement

Our Five Step Process

We believe managing your wealth to produce an income during retirement is fundamentally different from managing your wealth while accumulating assets for retirement.

This is why we have developed a clear and disciplined process to efficiently manage those distributions for a long and prosperous retirement.

1

Analyze your retirement needs

The purpose of the first step is gaining a thorough understanding of what makes your retirement and financial life unique. And the pay off is having the information necessary to plan effectively.

2

Build a foundation

The purpose of the second step is creating an assured income base. The pay off is having a dependable income stream to cover some or all of your living expenses, no matter how long you live.

3

Establish a withdrawal strategy

The purpose of the third step is to determine how you will create your retirement income from your lifestyle portfolio that will supplement the assured income from your foundation. The pay off is having a source of income for your lifestyle and unexpected expenses, as well as protecting assets for your wealth transfer goals.

4

Implement products and solutions

The purpose of the fourth step is to build a portfolio that creates the income you need for today and the growth you desire in the future. There are fundamental differences between constructing a portfolio to help grow your wealth (accumulation) as compared to building a portfolio that will help create your retirement income (distribution).

5

Review and monitor your progress

The final step in our process is to make adjustments to help preserve your portfolio throughout your retirement. The pay off is having the ability to correct your retirement income plan when it gets off track, as well as to adapt to new income needs you may encounter in retirement.

Retiring Blog

Retirement Planning Process

We believe managing your wealth to produce an income during retirement is fundamentally different from managing your wealth while accumulating assets for retirement. This is why we have developed a clear and disciplined process to efficiently manage those distributions for a long and prosperous retirement.

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Retirement Plan Solutions

Liberty Partners We recognize the importance of selecting and designing the most appropriate retirement plan for you and your employees. Employers who provide a solid retirement plan are better positioned to recruit, retain and reward quality people needed to keep a...

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Retirement Plan News

Retirement Plan Options for the Self-Employed | IRAs  U.S. News & World Report

These retirement accounts for small business owners can reduce your tax bill.

The key ingredients to your retirement plan  WOODTV.com

It's that time of year when we're baking special treats for friends and family and today that's why we're in the kitchen with our friends from Mattson Financial ...

Dec. 31 is Tax Deadline for Retirement Plan Distributions  CPAPracticeAdvisor.com

Most retirees born before July 1, 1948, must usually take distributions from their individual retirement arrangements (IRAs) and workplace retirement plans by ...

Board Approves Sweetwater Union High School District's Early Retirement Plan  NBC 7 San Diego

The Sweetwater Union High School District Board of trustees approved the cash-strapped district's plan to offer early retirement incentives to hundreds of ...

Traveling a Lot in Retirement? Plan for This Extra Expense  The Motley Fool

Many seniors travel extensively once they retire. And it makes sense -- when you're working and only have a limited amount of vacation time, trotting across the ...

Presiding judge to celebrate retirement, plans return to private practice  Mexico Ledger

“My grandfather was a lawyer, my dad was a lawyer and a circuit judge, my Uncle David was a judge and my brother is a lawyer,” he said. Dalton is the presiding ...

Reach Us

Corporate Office

1100 Queensborough Blvd, Suite 200, Mount Pleasant, SC 29464

West Coast Office
5060 California Ave, Suite 620, Bakersfield, CA 93309

800-440-0442

info@libertypfs.com

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