12110 Capri Circle South
Treasure Island, FL 33706
727.369.1512
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When Can You Achieve Financial Independence

Today more than ever, people nearing retirement age need a strategy to ensure their investments and overall financial preparation match their financial goals - whether for a full retirement from their current work-a-day world or the ability to have enough financial independence to do something entirely different. Innovative Retirement Income Solutions® is devoted to helping you understand and articulate your needs and desires for financial independence...and help to build, implement and maintain a financial independence plan tailored specifically for your lifestyle and is adaptive to maintain asset liability matching.

We understand that the only things clients can control are risks and reducing volatility. In that regard we will provide the controls and ongoing review to keep risks as low as possible and volatility at a minimum.

  • The Need for a Strategy
  • The Road Ahead
  • The 5 Risks of Retirement
  • Our Process
  • Staying the Course

Nearly everyday I field questions from my clients regarding retirement.

The answers involve your personal circumstances and can only be ascertained once I have more information.

  • How much money do I need to meet my lifestyle needs to have financial independence at age ____?
  • What is the correct percentage withdrawal to use to make sure my money lasts my lifetime?
  • Should I use "rules of thumb" such as the 4% rule or fixed income assets to equal my age?
  • When should I apply for Social Security?
  • How can I maximize Social Security payments?
  • How important is Full Retirement Age (FRA) when discussing Social Security?
  • Do I need to apply for Medicare if I am still working?
  • Which assets do I take withdrawals from first: pre-tax or post-tax?
  • Are taxes an important consideration in investment decisions after I retire?
  • Should I have a ROTH account?
  • Should I review my beneficiary designations?

If you would like answers to these questions, please email me below and I will provide the answer with no obligation on your part. Answering ALL of these questions can help you create a financial plan and I can provide you with a cost estimate for that if you wish.

Don't Wait...Start Planning Now for the Future You Want.