Retirement Planning

With Americans living longer than ever before, the need for sound financial planning to ensure that an individual is prepared to live comfortably well beyond retirement age is more important than ever. At LMR Advisors we recognize that clients want to maintain or improve their quality of life during retirement. Our team is dedicated to helping individuals plan & execute strategies to ensure a sense of financial freedom as they extend deeper into their retirement years.

Things to consider:

Lifetime Income Need

An individual’s employment may end, but their expenses do not. With approximately 20 years of life post-retirement, retirees need to ensure that they will be able to maintain their cost-of-living.

Health Care Needs

As individuals live longer, the cost of health care is becoming a larger part of retiree expenses. Our team can help you understand and plan for long-term care in the event of a serious illness.

Paying for Retirement

Social Security alone will not provide a comfortable lifestyle after retirement. Our professionals can work with you to assess your future needs and help create and manage additional income streams.

We provide multiple services to meet your needs:

Comprehensive Retirement Planning - Investment Planning - Assets Management - Risk Management - Insurance Planning - Tax Planning

Contact Us To Start Your Planning