Retirement Planning

The hallmark of the services that our advisors at Barton Spector Wealth Strategies provide to our clients is retirement planning.  Simply put,    it's the foundation of what we do.  We help you put a plan in place so that you can pursue the retirement you want.
Where will your retirement money come from? If you're like most people, employer retirement plans, Social Security and personal savings and investments are expected to play a role – and be your primary source of retirement income.  Once you have crafted your retirement budget and have a handle on your expenses, you will have a better understanding of the money you may need for retirement.  We can help you take a closer look at your potential retirement income sources and expenses.
Whether you are in the accumulation phase or have already retired, your retirement strategy is critical to:
  • Meeting your retirement income needs, desires, goals and expenses
  • Maintaining your lifestyle choices and priorities
  • Ensuring that your family's long-term goals and aspirations are funded for travel, healthcare, estate planning and wealth preservation, charitable giving and other goals
The team at Barton Spector Wealth Strategies can help you develop a “Reality-Based Investment” plan for:
  • Reliable and effective retirement income strategies
  • Identifying and pursuing your retirement income goals
  • Addressing taxes on income—now and during retirement
  • Evaluating the variables in your retirement plan to ensure alignment with your objectives
  • Identifying long-term care insurance and funding solutions
  • Workplace retirement plan distribution options such as qualified plan rollovers and in-service withdrawals.
  • IRAs (Traditional and Roth) as well as IRA consolidations 

Contact Barton Spector Wealth Strategies today for a complimentary review of your retirement plan.