5 Key Areas of Your Financial Life

Constructing a retirement plan might involve many different components and could utilize a variety of investment tools, but our process is focused around five key areas of your financial life.
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Constructing a retirement plan might involve many different components and could utilize a variety of investment tools, but our process is focused around five key areas of your financial life.

Our whole practice revolves around helping people develop ways to make sure they have everything in order when it comes to these five areas of financial planning. Today we’re going to dive into these and provide a little more detail so that you’ll have a better understanding of what types of conversations we’re having with clients.

We’ve also put together this PDF for you that gives you a nice breakdown of all five.

Here’s some of what we discuss in this episode:

  • Income planning might be the most important because without a paycheck in retirement, it won’t be much of a retirement.
  • Why we say investments are the servants of the plan.
  • We want to develop a tax plan because the IRS will do it for us if we don’t.
  • One of the first ways we help you protect what you’ve built is through healthcare planning.
  • What we want to make sure you address in your estate and legacy plan.

 

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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info@erg-kc.com

(913) 393-4724