Retirement Planning
This may be your first time retiring, but it’s not ours.
Our Retirement Planning Services Include:
Income Planning
Where will your next paycheck come from after you retire? There are many different strategies to help you create your own personal pension, and as independent advisers, we have the ability to be both objective and selective when recommending them to you.
Lump Sum and Pension Planning
Which option is best for your family, or do you have alternatives? We can advise you on what to do with both your pension plan and your self-directed retirement assets such as 401(k)’s, IRA’s and cash balance plans.
Coordination
In order to ensure your retirement income plan is both tax-efficient and sustainable, we will coordinate withdrawals between your different “buckets” of money to balance your tax responsibility every year.
Social Security Optimization
When is the best time for you and your spouse to claim? What’s your breakeven age if you draw early? Let us walk you through an interactive and powerful exercise that will answer these questions and establish the best strategy for you.
Required Minimum Distribution Planning
We can provide you with guidance on what to do with your “RMD’s” once you reach 73, especially if you have no need for the income.
Healthcare Planning
Healthcare tends to get more expensive as you get older, so having strategies in place to help lighten the financial impact is vital to the success of your retirement plan.
Take control of your future. Today.
Our interactive, yet intuitive software helps you take the reigns of your financial future. Adjust components to see projections in real-time. The path to living a great tomorrow starts today.
Professional Advice.
One Click Away.
CenterBridge Planning Group offers more than just retirement planning.
CenterBridge Planning Group offers more than just retirement planning.
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
CenterBridge Planning Group
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
© 2024 CenterBridge Planning Group
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
CenterBridge Planning Group
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
© Copyright 2014 - 2024