01
Retirement income
A paycheck from your savings, Social Security timing and the order you draw from each account.
Led by
Mara Hale
Included in Ongoing planning, from $4,200 / year
What we do
Most people save for forty years and get one afternoon of advice on how to spend it. We plan the drawdown as carefully as the saving: which account first, when to claim Social Security, how much you can safely take each month, and how that changes if markets fall in your first five years.
You get a written income plan, a monthly figure you can rely on, and a review every year with the same advisor to adjust it as life changes.
What you get
A written retirement income plan
Social Security claiming analysis for both spouses
Withdrawal order across taxable, IRA and Roth accounts
A yearly income review with Mara
The rest of the plan
Talk to the advisor who leads it.
A twenty-minute call, no paperwork. You’ll speak to the person who would actually do the work.