Retirement Planning
Request more info
Ready for Retirement?
We believe that life is more than a paycheck and our mission is to ease your worries and help you create a sound and stable financial strategy for your retirement.
As part of the J. Carter & Associates LLC process, we'll help you create a retirement income plan that balances:
As part of the J. Carter & Associates LLC process, we'll help you create a retirement income plan that balances:
- Daily Living Expenses
- Budgeting for Luxuries & Quality of Life
- Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund)
- Factoring in Pensions Withdrawal Strategies
- Factoring in both Expected & Unexpected Medical Expenses
- Planning for the Unexpected and the Inevitable
Additional Services
We work with our clients to seek solutions aimed at their specific needs instead of a “one size fits all” approach.
