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Retirement Planning

Helping maximize income, minimize taxes & protect your family

At OneTeam Financial, our team of specialists is dedicated to serving these distinct holistic financial planning needs of those at and near retirement.

We help provide the guidance needed to address critical questions you may be facing, such as:

  • Will I have enough money for my lifetime?
  • What are the best ways to reduce my taxes and maximize my retirement income?
  • What should I do with my 401(k)?
  • How do I prepare for increasing medical costs, taxes and other expenses over the course of retirement?

Our approach

By creating a written retirement income plan together using The Bucket Plan® approach, we can provide a practical, easy-to-understand roadmap that gives you confidence in your financial strategy throughout retirement.

We will identify your time horizon, volatility tolerance and income needs to “bucket” your assets to help mitigate market risk, interest-rate risk, sequence-of-returns risk and longevity risk from interrupting or altering your financial plans. Your financial stability through your retirement is our primary goal.

Specific retirement planning services may include:

Contact us to set up a call to discuss how we can help with your Medicare supplement needs today.

Ready to discuss strategies to help maximize income, minimize taxes and protect your family?

Thank you!