At Palmetto Retirement and Health, we believe retirement planning should reflect your dreams, not sales pitches. Our independent status empowers us to focus solely on your vision and goals, uncovering gaps and opportunities you might otherwise miss.
Our proven, step-by-step process ensures you gain clarity, confidence, and peace of mind for your retirement journey:
- Evaluate your current financial situation and retirement resources
- Identify clear retirement goals and lifestyle desires
- Assess your personal comfort with investment risk levels
- Understand available retirement accounts (401k, IRA, etc.) and their benefits
- Learn strategic options for withdrawing funds during retirement
- Explore healthcare options like Medicare and long-term care planning
- Explore and choose suitable investment strategies aligned with your risk tolerance
- Identify savings requirements to sustain desired retirement
- Consider retirement income options (Social Security optimization, pensions, annuities)
- Assess tax implications for savings and withdrawal plans
- Receive clear, personalized explanations for your questions
- Ensure complete comfort and confidence throughout the planning process
- Finalize and start your customized retirement strategies
- Set regular reviews to keep you on track toward financial security
Our retirement planning includes:
Medicare Education (Part D, Supplements, Advantage Plans)
Long-Term Care Guidance
Legacy Planning (Beneficiary and charitable giving options)
Social Security Maximization
Financial Security Strategies (Avoiding retirement shortfalls)
Living Revocable Trust Information (Minimizing probate)
We’re here to map a clear path toward the retirement you envision.
