Retirement Implementation
The process of retiring can be stressful given the number of decisions, actions, and tasks that are required to implement your retirement successfully. With the Lindsey-Trost Group at your side, you can rest assured that you will be aware, informed, and on time with all your retirement requirements. We will help you:
- Create a secure stream of retirement income
- Make prudent decisions regarding healthcare, Medicare, and Social Security
- Execute a tax-efficient retirement distribution plan
We Know Retirees, We Help...
- Maintain your lifestyle in retirement
- Develop a plan to retire at the desired age
- Guide on insurance structure
- Plan for the transition of your legacy and estate