- Home
- Services
- Industries
- Career Connections
- Resource Library
- Home
- Services
- Financial Services
- Retirement Services
Retirement Services
Whether you are young or wish you were younger...moderately compensated or highly paid...assuring a financially secure retirement is up to you. There are countless investment options and decisions you need to make now that will affect your lifestyle in later years.
Clifton Gunderson's retirement planning specialists can help you manage all of the variables associated with smart planning for the future. Effective retirement planning combines the skills of the traditional estate planner, financial planner, tax planner and employee benefits planner, not to mention expertise in real estate and other areas of your financial life.
Of course, no one knows what the future holds. But we can help you analyze the variables, make informed decisions, and set up a plan that will help ensure the retirement you're looking forward to.
One component of retirement planning is running "what if" scenarios. But that's just the beginning. You also need to coordinate your total planning with your power of attorney designation, learn how and when to use trusts to hold assets, decide when to claim social security benefits, and plan for the cost of medical care in your later years. In fact, with many people living longer lives, planning for health care and long-term care expenses has become a key aspect of overall retirement planning.
Our retirement planning recommendations address—
- Cash flow planning
- Managing investment risk
- Investment alternatives
- Planning the funding of retirement plans
- Optimizing retirement plan distributions
- Maximizing social security benefits
- Your personal residence
- Long-term budgeting for maximum long-term income
Accounting services offered through Clifton Gunderson LLP. Advisory services offered through Clifton Gunderson Financial Advisors L.L.C., a registered investment advisor. Fixed rate insurance products offered through CG Risk Management L.L.C. Retirement Plan Administration services offered through CGFS Holding LLC.
Securities offered through CG Brokerage L.L.C., member FINRA/SIPC or securities offered through ValMark Securities, Inc., member FINRA/SIPC - 130 Springside Drive, Suite 300 , Akron , OH 44333-2431 (1-800-765-5201). ValMark Securities, Inc. is a separate entity from all Clifton Gunderson companies.
CG Brokerage L.L.C., Office of Supervisory Jurisdiction, 1111 Deming Way, Suite 100 , Madison , WI 53717 (608) 662-9140.
The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, or tax advice or opinion provided by Clifton Gunderson LLP to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the reader's specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. The reader should contact his or her Clifton Gunderson LLP or other tax professional prior to taking any action based upon this information. Clifton Gunderson LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.