What Should A Retirement Income Plan Include?

A Retirement Income Plan should include a review of your goals and objectives, net worth, cash flow, investment portfolio, insurance, retirement budget, long-term medical expense needs, and taxes. These are the building blocks used to create projections and to design a plan for implementing strategies to achieve your goals. The plan should also include various probabilities of success for achieving your objectives. We plan for income first so you can have the peace of mind for which we all strive.