Retirees


retiree

Choosing someone to oversee your financial affairs could be one of the most important decisions that you will ever make.  If not executed properly it can be one of the most stressful. 

I sit down with clients face-to-face in a non-threatening environment and help them with the critical decisions that everyone should be aware of as they prepare for life throughout retirement:

  • How much should I be saving?
  • How much money will I need throughout retirement?
  • How long will I have to work?
  • What Rate of Return do I need on my savings and investments to retire? 

This is a great starting point to begin the planning process but surely not the entirety.  We take into consideration that retirement is a journey and not a destination so we also look into advanced social security planning, long term care, and estate strategies to avoid probate and to transfer your assets in a tax efficient manner.*

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*Estate planning services provided in conjunction with your licensed legal advisor. Tax and/or advice is not offered by John C. Head. Please consult with your tax professional for additional guidance regarding tax-related matters. John C. Head is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC 10845 Olive Blvd. Suite: 190 St. Louis, MO 63141. Investment Advisory Services offered through: O.N. Investment Management Company.