Second Inning/Retired Investors Financial Plannning

› Retirement can be a time of great joy - a time to travel, relax, take up new hobbies, and do the things you never had time to do during your working years. But retirement also can be a time of worry. You may be anxiously asking yourself:

• Can I afford to retire?
• Will I outlive my retirement funds?
• What kind of investments should I make?
• How much will inflation and taxes erode my investment income?
• How do I pay for escalating health care costs?
• What estate planning issues should I be concerned about?

› This is a customized solution for retired investors.
 Here we focus on the following aspects.

• First and foremost on Protection of wealth
• Second, client should be able to live a comfortable Retired life and at the same time his funds should not get exhausted.
• Wealth distribution- Preparing an effective estate plan for clients this includes preparing will , creating private Family Trust if needed.