Retirement Planning
Stoker Ostler Wealth Advisors evaluate six key variables when approaching retirement planning:
- Anticipated age at retirement
- Amount of annual income needed at retirement (as a percentage of pre-retirement income)
- Growth rate on savings balanced appropriately by personal risk tolerance
- Estimated life expectancy, based on average life expectancy and adjusted for personal health and family longevity history
- Current savings and financial needs
- Changing tax laws affecting retirement savings and distribution
When it comes to saving for retirement, Stoker Ostler Wealth Advisors will help you devise a strategy based upon your target retirement date, your current financial situation and your future financial needs that allows you to best achieve your goals. We believe that the best retirement plan is the one that allows you the peace of mind for your future, without undue stress today.
Understanding the complexities of retirement savings tools can be a mind-boggling exercise. Our professionals help take the guess work out of planning by presenting all the options in easy to understand formats, complete with visual income projections. Whether you are self-employed or work in Corporate America, we can help you maximize deferred benefit plans that lower your tax liability today, while building your wealth for the future.