Whether you are building up your retirement or have just retired, coordinating all of your streams of income is a vital part of enjoying your retirement years. First we listen to your goals and concerns and work with you to customize a plan that helps you maximize your retirement accounts. We then help you organize your buckets of money so that each part of your plan speaks to each other and produces income you can depend on. Let’s plan together and make your money work for you!
Whether you are building up your retirement or have just retired, coordinating all of your streams of income is a vital part of enjoying your retirement years. First we listen to your goals and concerns and work with you to customize a plan that helps you maximize your retirement accounts. We then help you organize your buckets of money so that each part of your plan speaks to each other and produces income you can depend on. Let’s plan together and make your money work for you!
When we both decided to retire within the same year, we were so excited to do more of what we loved like traveling and being with our grandkids. We had spent our working years saving and contributing to our 401k’s and other retirement accounts and now we needed help on how to use them for income. From educating us on tax withholding, RMD’s, and guaranteed income streams, GoldLine’s strategies really provided us a clear plan to follow and gave us the peace of mind we were looking for.
