You may have a lot of questions as you near retirement:
Have I saved enough?
How do I transition from saving to spending?
When’s the best time to start receiving Social Security?
If something happens to me, will my spouse be okay?
What accounts should I draw from first?
At 7 Streets Financial, we answer all your questions and develop a comprehensive retirement plan that helps you feel more confident about your financial future.
As you approach retirement, we shift your portfolio from growth-focused to income-focused. We then implement a low-risk retirement income strategy. We conduct a thorough review of your Social Security benefits in light of your marital status, monthly income requirements, life expectancy, retirement goals, legacy goals and more. This helps us optimize your Social Security payments and work towards your monthly income requirements.
We have particular experience helping Fortune 500 employees navigate the complexities of their corporate retirement benefits packages with a goal of striving to enhance their retirement outcomes.
