RETIREMENT PLANNING

WHAT IS RETIREMENT PLANNING?

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!

61%

OF RETIREES REPORTED THAT THEY WERE MORE SCARED OF OUTLIVING THEIR ASSETS THAN DYING.

1.45%

AVERAGE CD 3 YEAR RATE is 1.45% VS 4% AVERAGE INFLATION IN THE U.S. OVER THE LAST 20 YEARS. CD’S ARE NOT ABLE TO EVEN PACE INFLATION.

2034

THE YEAR SOCIAL SECURITY IS PROJECTED TO REDUCE BENEFITS TO RETIREES DUE TO SEVERE UNDERFUNDING

PLANNING WITH US IS EASY

SCHEDULE A FREE CONSULTATION

WE WORK TOGETHER TO BUILD A CUSTOM PLAN THAT FITS YOUR INCOME GOALS AND NEEDS

WE ARE WITH YOU EVERY STEP OF THE WAY AS YOU IMPLEMENT YOUR CUSTOM PLAN AND LIVE A LIFE OF FINANCIAL SECURITY

MEET MICHAEL AND SARAH,

AGE 73 & 70

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.

MICHAEL & SARAH, AGE 73 & 70 - LOS ANGELES, CA