Retirement Planning
Maximize your retirement income. As you progress from accumulating and saving to the distribution phase of retirement, the choices you make with your money take on greater significance. At Diversified, it’s our job to devise smart ways to make your hard-earned money last longer. Through our Lifelong Wealth Planning Process, we create tailored retirement solutions just as unique as our clients. First, we get to know you and what drives you—your passions, your concerns, your interests. Once we have a complete understanding of your specific retirement goals and lifestyle preferences, we’ll work with you to bring them to fruition. By utilizing our customized “Spend & Replenish Strategy”, we create an investment and tax plan that responds to your short-term and long-term needs, we can structure a reliable income stream, ensuring the continued protection of your lifestyle. Whether you’re in the prime of your career or are about to exit the workforce, we’ll help you prepare for a successful, fulfilling retirement.
Your path to lifelong security starts here. When you choose Diversified, you’re the architect of your own retirement. We’re there to apply our expertise to deliver results. Ready to create your rewarding retirement? We’re always here for you. Contact us and let’s get started.
Lifelong Blog
The Downsize Retirement Myth – Video Blog
Do retirees really downsize their homes during retirement? Or, do they “right-size” or even up-size their housing? Overall, learn about the trends in this video blog from Andrew Rosen.
50 POINT WEALTH CHECK-UP
When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.
50 critical financial questions which drive your financial life.
Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.
Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.