Will your income last the duration of your years in retirement?

Which pension distribution option makes the most sense for you?

How will you help protect your wealth from market volatility, inflation and unexpected illness?

When should you begin taking Social Security benefits?

Ensuring you live the comfortable life you expect—and that your money lasts throughout your retirement—requires careful planning now. Through comprehensive financial and retirement income planning, Kersten Wealth Management Group can help you determine how inflation, rising healthcare costs and market fluctuations may impact your income over time. We can also help determine if long-term care insurance is an option to help protect your income and your lifestyle.

I want a strategy that instills confidence in my ability to meet my needs throughout retirement.