At McKenzie Financial Group, when it comes to retirement financial planning, we believe that it is essential for those who are retired or nearing retirement to understand the best ways to navigate the complexities of planning and saving for retirement. When you work with a McKenzie Financial Group financial advisor, you are working with an Income Specialist who understands the best ways to help preserve your savings, so you can use them as a renewable source of income for retirement.
As retirement advisors, we work closely with our clients to provide them with retirement planning advice that gives them the best chance of achieving their long-term financial goals. Our retirement planning services include strategies that can help you:
- Generate steady income in retirement
- Minimize your exposure to market risk
- Maximize your tax savings
What Are the Best Retirement Investment Plans?
Although the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies could jeopardize your financial security in retirement. In our experience, the best way to avoid that risk is to work with a retirement consultant who can help you focus on income-based strategies designed to help you preserve your savings so you can use it as a source of ongoing income.
Understand, this doesn’t mean that you can’t remain invested in the stock market once you near retirement. But with our expertise in actively managed income strategies, we can potentially help you stay in the market with less risk by shifting your strategic investment focus from capital gains to stock dividends.
