Live a worry-free retirement by defining adequate assets for financial independence and efficient distribution of assets.
Retirement Planning & Distribution social security
Retirement planning is about turning what you’ve saved into a sustainable income you can rely on. A thoughtful strategy considers when and how to draw from your accounts, how Social Security fits into the picture, and how to balance income needs, taxes, and long-term security.
Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.