Be Ready For Retirement!

Top Retirement Concerns:

  • Living too long and outliving your income.
  • Dying too soon.
  • Getting sick somewhere in the middle.

If any, or all, of these are your concerns, you’re in the right place, and now is the right time to create your plan for a reliable strategy that can help keep you and your family’s future protected.

The Branch Planning Process

Branch Planning LogoGet a Clear Understanding of Your Financial Life

To truly customize a plan for you, it’s vital for us to get a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed for your retirement strategy.

Branch Planning LogoA Retirement Strategy Designed For You

Our strategies are built to optimize your wealth and protect your finances and your family. Depending on your goals, we may consider a blend of retirement solutions.

Key planning considerations can impact your financial goals now and in the future. We’ll discuss your response to each consideration and measure how they might affect your investments over time:

  • LONGEVITY
    • Outliving financial assets as the result of a longer life.
  • LIQUIDITY
    • Limited access to assets to meet life’s unexpected financial needs.
  • INFLATION
    • Reduction in real purchasing power as the result of increasing cost of living.
  • LONGEVITY
    • Outliving financial assets as the result of a longer life.
  • LIQUIDITY
    • Limited access to assets to meet life’s unexpected financial needs.
  • INFLATION
    • Reduction in real purchasing power as the result of increasing cost of living.
LONGEVITY Outliving financial assets as the result of a longer life.
MARKET Unexpected reduction in the value of financial assets at the time of withdrawal
  • MARKET
    • Unexpected reduction in the value of financial assets at the time of withdrawal
  • MORTALITY
    • Loss of financial assets as the result of a partner’s or spouse’s death.
  • TAXES
    • Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
  • MARKET
    • Unexpected reduction in the value of financial assets at the time of withdrawal
  • MORTALITY
    • Loss of financial assets as the result of a partner’s or spouse’s death.
  • TAXES
    • Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

Branch Planning LogoOur Commitment to You

We believe in building long-lasting relationships. We’re hard workers with a deep sense of loyalty. We will continually work to ensure transparency of your retirement plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.