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CPA Retirement Planning’s Retirement Planning Process
blueprint processDesigning a retirement plan to help make your dreams a reality starts with creating a unique retirement plan tailored to your personal goals and objectives. Many of our clients are debt free and living on their portfolios. One of the ways we strive to help our clients become debt free is by working with them to create a Retirement Blueprint, which is unique to their situation. The Retirement Blueprint is a customized plan of action that focuses on three things:

1. Determining how much money you need to accumulate by the time you     retire to maintain your current standard of living in retirement.
2. Determining how much money you need to be investing annually/monthly
    to accumulate that amount of money.
3. Determining how much money you need to be paying annually/monthly
    on your debts to be debt free by retirement.

 

Creating the Retirement Blueprint involves: A Typical Retirement Blueprint may contain the following recommended plan of action items:
Analyzing your current financial position; which will include calculating your net worth, determining your current cash flow and identifying existing debt obligations and payments
Determining your proper risk tolerance level
Evaluating insurance and other protection planning
Determining proper asset allocation and investment strategies
Developing efficient income and estate tax strategies
Optimizing use of Employment Benefits including pensions, 401K plans and other qualified retirement plans
Getting proper estate planning documents drafted
Investing the recommended amount monthly
Implementing the recommended tax strategies
Applying the recommended portfolio
diversification strategies
Executing debt reduction strategies
Reviewing the Retirement Blueprint at least annually and adjusting as necessary

 

 

 

 

165 Wells Road | Suite 407 | Orange Park, FL | 32073

904-541-0076 | 888-541-0076

 

*CPA Retirement Planning and NPCOA are separate from and unrelated to all other entities names herein. CPA Retirement Planning is not endorsed by, retained by, or affiliated with AT&T, Hewitt, or Fidelity.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. The NABCAP Premier Advisor designation is not indicative of investment performance or assets under management.

Securities and advisory services offered through NPC of America (NPCOA), Member FINRA/SIPC, a Registered Investment Advisor. CPA Retirement Planning and NPCOA are separate and unrelated companies. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

Please Note: When you link to any of the web sites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.

NPC PRIVACY POLICY

 

No investment strategy can ensure a profit or protect against a loss. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of a qualified professional before implementing any strategy. NPC is not engaged in the rendering of tax or legal advice.