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Retirement Plan: 5 Mini-Plans in Every Big Plan

When it comes to proper retirement planning, there are 5 key parts to get right so that you can feel confident that you're not missing anything.  They are:

  1. The Income Plan (Social Security, Pension, Income from Investments to fill GAP)
  2. The Investment Plan
  3. The Tax Plan (Taxable, Tax-Deferred, Tax Free, Social Security Taxation, IRA Taxation, Medicare Taxation)
  4. The Healthcare Plan (Medicare, Long Term Care)
  5. The Legacy/Charitable Estate Plan

If your plan includes these 5 key parts, you'll feel good knowing that you have a comprehensive plan in place.


Brokerage Accounts

Common Stock


Traditional / Roth IRA

Simple / SEP IRA

Treasury Bills

Treasury Notes

Registered Index Linked Annuities

Financial Planning

Retirement Planning

Tax Plans

Traditional IRA Plans

Roth IRA Plans

401(k) / 403(b) / 457 Plans

Estate Plans

Profit Sharing Plans

Defined Benefit Plans


Whole Life Insurance

Term Life Insurance

Indexed Universal Life Insurance

Variable Life Insurance

Long-Term-Care Insurance


Mortgage  Protection Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  720-459-1680