Retirement READINESS

Retirement should be the best time of your life... not years of worry about whether your savings will last long enough.
Whether you’ve saved a lot or a little, you deserve to get the most out of your hard earned savings

Let us show you how to "Get More".

More Income, More Peace of Mind...
  • You’ve worked hard to accumulate your savings...but how do you generate income from your accounts?
  • Which account do you spend from first?
  • When can you stop working? How long will your money last?
  • When should you take Social Security?
  • All these uncertainties can take the joy out of your retirement.
  • With a Retirement Readiness Plan you’ll have a personalized strategy that includes all of your retirement resources thoughtfully integrated into recommendations on how to most efficiently generate income, including the following elements:
3 steps to retirement Alpha

Schedule a quick call to see if you are leaving money on the table...

Rogers Tax Advisory Group,Financial Planner,North Charleston,SC