Dickmann Reason Bogigian & White Greenfield, IN Retirement Planning
Our team of experts will design a retirement plan that evaluates your current financial situation by analyzing your income and expenses to identify how you will pay the bills each month and attain the retirement lifestyle you desire. We provide regular reviews and modifications, assuring that your retirement plan is current and dynamic. Working together, we can help you with a whole range of financial planning that will help you generate income in retirement, preserve your assets during market downturns and efficiently transfer those assets to your heirs. Some of the services we provide to clients in Greenfield, Fortville, New Palestine, McCordsville, Hancock County, Indianapolis, Shelbyville, Morristown, Knightstown, Anderson, Pendleton, New Castle, Connersville, Rushville, Fishers, Geist, Carmel, Shelby County, Henry County, Hamilton County, Madison County, Marion County and central Indiana include:
UNDERSTANDING WEALTH MANAGEMENT
During our first consultation, we’ll discuss your current financial situation, your financial goals and other factors including your health that could have an impact on your overall wealth management plan and we’ll design a plan that works best for your needs based on your lifestyle and your goals.
RISK MANAGEMENT PLANNING
Our CPA, Certified Financial Planner, attorneys, and Certified Private Wealth Advisor will do a comprehensive analysis of life, disability, long-term care and other risk management solutions to protect your assets for you, your family and organizations you cherish. We also do a custom analysis of every Social Security claiming option available to maximize the amount of income for you and your spouse throughout your lifetime.
As we age, the likelihood we will need long-term care increases. The need to help plan for your long-term independence and preservation of your assets is imperative. We can help with Medicaid planning and asset planning so that you feel confident that your wealth will not be depleted by your long-term care expenses. Our goal is to take the worry, confusion and stress out of your long-term planning by offering simple solutions that will grow, transfer and preserve your wealth.
Whether you are still working or you have recently retired, retirement planning is imperative to meeting your long-term financial goals. Contact Dickmann Reason Bogigian & White to schedule a consultation today to begin planning for the future.