Retirement and Protection - Holistic. Proven.

The State of Retirement Readiness In America Today

At Global Planning, we can work with you to develop strategies to accumulate wealth in order for you to enjoy your retirement years, and to help you protect yourself and your family in the case of unforeseen circumstances. We are your partner in life and career transitions. 

We will evaluate your goals, personal circumstances and projected living costs to set financial targets, and look to achieve these using an investment plan that’s tailored to you – at the same time taking account of your need to provide protection for you and your family should your circumstances change. 

Saving for Retirement

How do you plan to spend your retirement years?  However you answer that question, you can be sure that your ability to enjoy a long and fulfilling retirement will depend partly upon how well you accumulate assets now. Global Planning can work with you to develop a strategy to help you build up the funds you'll need to enjoy your retirement years to the fullest. 

We can help you: 

• Set clear goals for your retirement 
• Take control of your existing retirement savings 
• Maximize your use of generous tax allowances 
• Tailor an investment strategy to your needs 
• Maximize your post-tax income in retirement 
• Adapt to changing circumstances

Retirement Income Planning 

Global Planning has the expertise, experience and specialist knowledge to help you maximize your income potential and invest for income generation.  We can help you develop an investment strategy for retirement income longevity, execute the transactions necessary and ensure that you remain on track - so that if your situation changes, your income arrangements change too. 

As part of our service, we take into account crucial factors such as: 

• Your income sources, tax rates and allowances 
• Your financial goals 
• Your immediate and ongoing income requirements 
• Education costs for your children or grandchildren 
• Current or anticipated long term care needs 
• The amount you believe you’ll need to fund your retirement.

To learn more about how Global Planning can help you save for retirement and retirement income planning, contact us today.