Live out your retirement dreams through customized planning.
How does it all work? Is there anything you could be doing differently? Will you be able to travel? To leave money to your kids or grandkids? Ultimately, you want to know you’re going to be okay. We work with people just like you who are either thinking of retiring or are already retired and want to refine their plans.
Coordinating the 5 following areas, we design your financial strategy for retirement—aligning each part of your financial picture with your retirement needs and goals:
Income is the first thing that we want to look at when planning for someone’s retirement. We analyze your income streams, such as Social Security or pension income, and expenses as we build a plan to make sure your investments last as long as possible.
The next thing we will look at is your investments because outside of your income streams, some of your income will likely come from your investments. We want to make sure you aren’t taking too much risk at the wrong time.
Our team along with other professionals will work to make sure your retirement is as tax-efficient as possible.
We will work to ensure that your assets get passed on to your beneficiaries according to your wishes and do so in the most tax-efficient manner possible.
We will create a plan to help cover unexpected healthcare expenses such as long-term care. We know firsthand the devastating effect that a lack of planning in this area can have on your financial health.
Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC; a SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at adviserinfo.sec.gov.
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