Retirement Planning

STAGE 3

Retirement Planning - Approaching Retirement

It's important to start
planning

Approaching Retirement can be an exciting, and sometimes stressful stage in the planning process. We find that most of our clients have many questions and concerns in this stage, such as:

Can I retire at my desired age?
Have I saved enough?
How long will my money last?
When/How do I file for my Pension and/or Social Security benefits?
How do I maximize my Pension or Social Secruity benefits?
Which assets are taxble?
Will I need Long Term Care?

Thorough Review

In-depth Process Review

Analyze

Personalized Needs Analysis

Goals

Goals Reassessment

Planning

Individualized Plan Review

Action Plan

Implementation of Plan Adjustments

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Retirement Approaching?

Let's talk about a plan today!

About Us

Based in beautiful Southern California Wine Country, Calculated Insurance was founded in 2006 and incorporated in 2009.

Get In Touch

28936 Old Town Front Street
Temecula, CA 92590

800.706.9050