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Financial Planning Strategies

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Plan Your Retirement

Your family's needs are important. Understand the steps you can take today to create a secure financial future for you and those you love most.

Plan Your Retirement

Our Process

First, we need to get to know you and your unique situation, so we ask you about everything that will be involved in the process: your current income, lifestyle, how much you can expect to receive in pensions and/or Social Security, when you want to retire, how and where you want to retire, etc. We then look at what it will take to get you from where you are now to your retirement goals and develop a plan to get you to your financial destination – this includes taking into consideration everything from how much money you’ll need in retirement, to what kind of return you’ll need on your investments, as well as how much you’ll need to start saving and/or investing in order to achieve those goals. 


Social Security – The Social Security strategy that will work best for you will depend on things like your income, at what age you plan to retire, and what other income you can expect to receive in retirement. At RIG, our retirement planning advisors will look at all these factors, as well as the current state of Social Security and the different strategies available to determine how you can best use Social Security as part of your retirement plan. 


Taxes – When looking at how much money you have in your 401(k) or IRA, some retirement planners might take the total and tell you that’s how much money you have to spend in retirement. But at RIG, we look at it a little differently.


See, the money that goes into your 401(k) or IRA is tax free as long as the money stays in there, but once you start withdrawing from that account, you’ll have to start paying taxes on that money, just like you pay taxes on any other form of income (unless you used a Roth IRA, in which case money going into that account gets taxed, but money coming out of it does not).


Taxes are too important to be overlooked, which is why, at RIG, we take them into account when calculating how much money you’ll need for retirement, as well as which retirement strategy will be best for helping you reduce the taxes you’ll have to pay in retirement.

Tell Us What's Important to You

At RIG, we help you implement values based financial planning which ensures that your financial decisions are aligned with your most important life goals and values. We’re great at finding ways to save you money and help you build wealth faster, but we’re even better at listening.

Get Started Today

Young at heart

Retirement can be a complicated process, but our retirement planning advisors are here to help you make a plan, so you know that when the time comes, you’ll have the money to fund the retirement of your dreams.

Values-Based Financial Planning

At RIG, we help you implement values based financial planning which ensures that your financial decisions are aligned with your most important life goals and values. We’re great at finding ways to save you money and help you build wealth faster, but we’re even better at listening. 

TELL US WHAT'S IMPORTANT TO YOU

Get Started Today
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RIG Financial & Insurance Solutions, Incorporated

1414 South Green Road Suite 105, South Euclid, Ohio 44121

855.498.0515

Copyright © 2022 Reserve Investment Group - All Rights Reserved.

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