Retirement Planning

The transition from working to retiring is a stage in life many of us look forward to. At the same time, it is ‘uncharted territory’, and making the transition successfully can seem daunting. A properly structured retirement plan can help you navigate those important decisions and identify the options available during a new phase of life. Perhaps you are contemplating how to use the resources available at retirement, or maybe you are anxious to know how much is enough. A thoughtful analysis with a trustworthy financial advisor can give you a Blueprint to address your concerns, help you relax, and enjoy the years ahead.

What are my social security options? How do I maximize my benefits? What benefits are available? When should I start my benefits?
How do I tailor pension maximization decisions for my unique situation?
Are you uncertain about your income replacement as you transition from a regular employer’s paycheck? What are my investment distribution options? How do I maximize the value of my accounts in a tax efficient way?

Do you already have a plan? Don’t worry we can still help you construct an investment portfolio that fits your goals.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of SunRift Capital Partners LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by SunRift Capital Partners LLC a Registered Investment Advisor in the States of Indiana, Florida, Michigan and Ohio. Insurance products and services are offered through Retirement Income Consultants LLC. SunRift Capital Partners LLC and Retirement Income Consultants LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. SunRift Capital Partners LLC/Retirement Income Consultants LLC and Dustin Hunter are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.