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Retirement roundtable
Better Together
Achieve clarity and peace of mind with our expert planning process and team approach.
Take the first steps toward a well-rounded and secure retirement plan.
Avoid the Retirement pitfalls many face today by the lack of cross-communication which can lead to over paying in capital gains taxes, planning fees, social security taxes, IRA income taxes, Medicare premiums, long term care costs, and probate, etc. Sadly the list goes on.
With our Retirement Roundtable approach, we aim to make retirement fun and simple.
"It was just too overwhelming trying to coordinate all this stuff."
This is a common response for most investors. It's so overwhelming and time consuming to arrange meeting after meeting. Now, you don't have to. We have made it as streamlined and simple as we can to help you achieve the financial security you deserve.
Call today and take the first step and we will take it from there.
(561) 729-2778
TEXT "Roundtable" at (561) 729-2778
Text (561) 729-2778 "roundtable" and we will send you our Financial Worksheet at no cost. You can submit your information for a complete Retirement Review and Planning session.
Disclosure: Please note that none of the members of our RETIREMENT ROUNDTABLE are affiliates of one another. Each expert operates independently, ensuring that you receive unbiased advice tailored to your unique financial needs.
Site Content
Investment Planning
Your investments should support your income needs in retirement. Your investments should be modernized to trading in today's markets. Your returns should be leading industry standards while protecting you against market downturns.
Income Planning
Your Income strategy should minimize taxes in retirement and beyond. Your income plan should be designed to keep pace with inflation and protect you from sequence of returns risk. Income is the foundation of rertirement and you deserve a solid foundation you can rely on no matter how long you live.
Tax Planning
Your tax plan should be forward thinking and minimize your tax liability for the future years to come. Considering Required Minimum Distributions, IRA/401k/403b/457 accounts, Medicare IRMAA increases, and Social Security.
Healthcare and Medicare
Staying healthy is key to any successful retirement. What good is all this money you've saved if you can't enjoy it. We take keeping you connected to the best healthcare options serious. Our team has aligned with the top insurance providers and are experts in providing the most effecient strategies to protect our clients from unexpected health care costs. Long term care costs are only increasing. Being prepared has never been more important.
Legacy
Getting your proper documentation in order shouldn't be difficult to do or so expensive you can't afford to do it. We work together to streamline this part of your planning and make it something you can finally cross of your list.
Feel the Difference.
Know what it feels like to have your affairs in order. To know you have put your family and yourself on a secure path to financial freedom and peace of mind.
Schedule a zoom Call now
A no obligation financial planning session with Mindie Molina