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(801) 391-9050

Jeffrey Bunderson

Planning for Retirement

Planning for Retirement: Making your money work for you

You've worked hard. You've saved. You would like to enjoy retirement. 

You likely have many questions:

  • You probably will be anticipating social security, maybe a pension, 401(k)s or IRAs, but will it be enough?
  • When do you take social security? 
  • What investments should you use and when? 
  • How much money do you need, and how much will you have?
  • If you have a spouse, how can you make sure they will be taken care of?
  • What will be the potential impact of taxes and inflation?
  • Are there things you can do to protect your estate?

We can help. In our consultation, we take an inventory of your situation. We identify potential sources of retirement income. We review your investments and savings. We look at your retirement plans and dreams. Then we put together a game plan that will show which income sources and assets to take and when. We have access to tools that can provide an income stream that you can't outlive. 

We provide complimentary consultations and advice. Call and schedule a time to talk about your situation. 

You only retire once (if you do it right). Let's do it right!