Retirement: Domestic & International
Retiring in the United States
The majority of our clients live in the Kansas City area. Although we serve clients in other locations throughout the United States as well.
Combining your needs for income, preservation, coordination of IRAs, 401(k)s, pension plans, Social Security, Medicare and Long Term Care needs along with your vision of a perfect retirement is not something that can just happen for a complex situation.
We’ve been helping retirees enjoy their future for over a decade and our commitment to helping you succeed is our ultimate goal.
Do you want to retire on an island? Would you like to retire in the Caribbean? How about South America such as Panama or Belize? What about Italy or France? Requirements for retiring internationally require a high degree of specialized planning. Tax codes may be more or less favorable depending on your paradise. Also, having an understanding of how your 401(k), IRA, pension, and Social Security will be affected is important. We can help you answer these questions and more.