Retirement Planning

Who Said It Needed To Be Difficult?

Our comprehensive approach to retirement planning considers your goals and lifestyle you want in retirement. Our team of professionals share strategies on how to achieve your goals by:

Creating a cash flow plan so you know how to meet your income needs

Advising on employee benefits and retirement plan options

Evaluate Social Security claiming strategies

Assist with Medicare planning

Analyze payout options for your pension plan

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.

Recent Retirees: Sue and Dean

Sue and Dean have recently retired. For Sue, this was planned, but for Dean this came as a surprise given a recent layoff from his employer after 25 years of service. They are not sure how to meet their income needs and they need peace of mind to know they will be ok throughout retirement.

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