Chigaco’s Retirement Experts
At Geiger Wealth we focus on four key goals for your retirement plan
Creating a plan and portfolio that’s as bulletproof as humanly possible by taking into account your current circumstances and your needs after retirement.
Protecting what you’ve already saved. At this time in your life, big losses can irrevocably affect your quality of life in retirement so we carefully manage risk.
Building a plan that strives to give you more dependable and sustainable income each month than you actually need. So you can be prepared for the unexpected in retirement.
Minimizing the taxes you need to pay and simplifying your life so you can retire with peace of mind and a detailed understanding of your financial situation.
01
Understanding
your needs
The first step in our retirement planning process is to deeply understand your needs now and in retirement.
- What would you like to accomplish with your portfolio?
- What is your biggest concern right now and when you look to the future?
- What have you done before and what was your experience?
- What is your current situation?
- When would you like to retire?
- How would you like to live in retirement?
We’ll also discuss what a pre-retirement portfolio should look like and why so you’re prepared for challenges or unexpected events:
- What are the challenges you may face in retirement?
- How could you get into trouble during retirement?
- What tools should you use to build a portfolio that’s as close to bulletproof as is humanly possible?
The second step in our process is analyzing your current portfolio so we can uncover its strengths and weaknesses:
- How much risk do you have?
- What is your portfolio costing you?
- What growth potential do you have?
- What income potential do you have?
- How does your current portfolio compare to what a pre-retirement portfolio should look like?
02
Analyzing your
current portfolio
03
Creating your
retirement
roadmap
The third step in our process is creating your retirement roadmap so you know exactly what you should be doing now to prepare for the kind of retirement you want.
We’ll discuss how to:
- Manage your portfolio’s risk while safely growing your money.
- Create dependable, sustainable income.
- Reduce your taxes.
- Simplify your life.
The fourth step in our process is implementing your new plan and optimizing it over time.
We’ll take the following steps:
- Implement your new plan so your portfolio strives for wealth preservation and optimal growth with your current circumstances in mind.
- Monitor your portfolio over time to ensure your plan is still on track.
- Optimize your portfolio for changes in your life and the markets so it is in the best position to work towards your retirement goals.
04
Implementing
and optimizing
your new retirement plan
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