Retirement Planning

COMPREHENSIVE RETIREMENT PLANNING FOR INDIVIDUALS OVER AGE 50

A retirement plan is a living and breathing document, not a one-time plan. We use an advanced financial planning software to build your plan, track its success rate, adjust for life’s unknowns, and communicate the results with you in plain English.

COMPREHENSIVE RETIREMENT PLANNING

Green Tree Wealth provides a custom & tailored comprehensive planning approach to our clients.  This may be a new term for many people exploring retirement planning.  The GTW BLUEPRINT is a best interest process that considers your income, tax bracket capacity, retirement goals, and current assets to create a retirement plan that is customized for you.

WHAT YOU GET

  • Step-by-step instructions to optimize your Social Security benefits.
  • Advice on how to allocate and locate your assets to reduce taxes and other costs.
  • Comparisons showing estimates of how long your portfolio will last based on factors you can control.
  • Outline of how to strategically withdraw money from your accounts.
  • Simple schedules showing how to create income from your savings.
  • The Advisor Alpha or ongoing value add of working with Jacob.
  • A tailored plan to help reach your goals and address top concerns.
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