RETIREMENT

PLANNING

PROTECTING YOUR INCOME FOR LIFE 

PROTECTING YOUR RETIREMENT FUTURE

YOUR
SAVINGS
YOUR
EXPENSES
YOUR
INVESTMENTS
YOUR
INCOME
YOUR
PRIORITIES
CREATING A RETIREMENT PLAN FOR FINANCIAL SECURITY

PREPARING FOR RETIREMENT

 

When assisting your retirement preparation, we take in take into account your need for the following:

  • Your New Retirement Budget

  • A Retirement Income Plan

  • An Investment Plan, to avoid Running out of Money

  • Social Security Planning and Election

  • The Conversion of your Company Benefit Plans; Pension, 401(k), Company Stock Plans, Health & Dental Coverage, Life Insurance

  • Medicare/Medicare Supplement Planning

  • Long Term Health Care Costs

 

PRIORITIES IN RETIREMENT, YOUR STRATEGY MUST KEEP PACE

 

Our clients benefit from a fluid investment strategy that changes as their goals in retirement change. To support this process throughout retirement, we believe in building a plan and investing according to your changing needs.

Sometimes these changes are voluntary like assisting a grandchild to college, and other times it is involuntary things like escalating healthcare cost that can challenge a steady retirement income. Our goal is to stay ahead of any of these changes and opportunities as they arrive. 

  • Relocating or Downsizing your Home

  • Caring for Aging Parents

  • Travel and Leisure

  • Charitable Giving

  • Selling or Starting a Business

CONTACT

EVERGREEN

CAPITAL MANAGEMENT

909 N 96th Street 

Suite 101

Omaha, NE 68114

402.392.1220

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through TradePMR, Inc. Member FINRA/SIPC. Advisory services offered through EverGreen Capital Management.