Plan My Retirement


Planning for Retirement isn't easy, especially over the last 10 years, but it is an ongoing consultative process in which we define retirement goals, objectives and discuss life planning strategies.

  • What does retirement look like? 
  • Will my home be paid for? 
  • Is my healthcare costs and medical expenses going to increase?
  • How does Medicare or Social Security affect my retirement benefits?
  • Is my retirement tax free?
  • How long will my money last?
  • How much can I withdraw during retirement and still provide "life time income"?
  • How will estate taxes affect my family?
  • When do I need long-term care insurance?
  • What happens if my "term insurance" expires during retirement?

All of these questions are everyday questions that come up from time to time, but when they do, who do you call for consultative financial advice? 

Are you putting it off?  Hoping it will solve itself over time?

STOP WAITING...Call Schamerhorn Financial Group Today

(281) 486-9700