Worried about how to reach your retirement goals and how to manage the complexity of investments, taxes, social security, insurance and long term care issues. All while not running out of money?
Retirement Life Planning (RFP) is an ongoing relationship service that takes that worry out of your hands. RFP services with Angelucci Wealth Management will:
- Build and maintain a retirement plan that achieves your goals.
- Manage your retirement assets consistent with your plan – Managing retirement investments is different than how one invests during their accumulation years. The main concern now is to not run out of money.
- Recommend optimal Social Security claiming strategies – making the wrong decision can result in the loss of thousands of dollars per year.
- Recommend and help to manage tax reduction strategies – this can help produce thousands of dollars per year. This includes tax efficient investing and Roth conversion of IRA accounts if warranted.
- Monitor and recommend proper insurance coverages.
- Assist with your Medicare planning.
- Assist with your Long Term Planning Issues.
- Assist with your estate planning.
- Monitor your goals.
- Schedule 2 face to face meetings per year.
- Give you unlimited phone and email access.
- Give you unlimited access to the financial plan through MoneyGuidePro
- Offer tax return preparation by outside CPA firm (optional)