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Retirement
Planning
"Information
about money is more valuable than money."
Walter
Wriston, Former CEO Citibank
Bridge
to Your Financial Future
Golden Gate Advisors, Inc.
helps you plan your retirement in several ways. It
is estimated that approximately half of all US workers will retire by 60 years
old, yet the average worker doesn't start saving for retirement until they are
in their late thirties and even then the average savings rate is less than five
percent of gross income. The average retiree can expect to be retired for a
period of 20-25 years. Retirement life
expectancy is expanding while work life expectancy is contracting. We help by calculating
how much you should be saving for retirement each year by working with you to determine the following:
1. Capital needs projections at
retirement.
2. Planning for investment and saving before retirement so that
retirement goals are met.
3. Qualified Plans (Defined Benefit and Defined Contribution)
and Non-Qualified Plans available to the client are analyzed and recommendations are given to
improve
performance.
4. Combining retirement planning with tax
planning for maximum utilization of the tax deferred IRS code provisions.
Wealth Planning | Asset Management | Business Planning | Real Estate | Contact Golden Gate Advisors
Education Funding
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