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There are people who earn $200,000 or more per year and yet fail to save enough to live a comfortable retirement. That may sound ridiculous, but think about it — Just because you’re an expert or know how to earn money doesn’t mean you automatically also know the intricate details of harnessing a portion of that income for use later in life. The result: A retirement savings shortfall.


Even for high-income people, proper retirement saving requires discipline and proper planning. What causes high-income earners to miscalculate such a critical issue? Often the mistake is assuming that saving $20,000 or even $30,000 a year ensures a comfortable retirement. Other times, people just fall into the trap of spending everything they earn.


Imagine for a moment that you will be able to retire at your desired age and have all the necessary resources at your disposal to fulfill your vision and goals. Strategies for Financial Independence are designed to help you achieve that financial freedom, so you can enjoy your golden years. The plan is based on your vision, goals and your financial appraisal. Through the Financial Independence Strategies, We will develop a roadmap for utilizing the optimum strategies and tools to help you accomplish your best financial end.


Strategies for Financial Independence consider the following:

  • Lifestyle Spending Target
  • Social Security Benefits
  • Savings Commitment
  • Time Horizons
  • Deferred Compensation Arrangements
  • Investment Return Expectations
  • Plan Distribution
  • Capital Needs Analysis
  • Employee Benefits
  • Sensitivity Evaluation