Retirement Planning
Do you really know all you need to consider to retire well?
It’s more than just figuring out the magic number you will need. It’s a complex undertaking where the decisions you make can have a substantial impact on your retirement years. So as you have questions about optimizing Social Security or whether you should consider long-term care insurance, (we don’t sell insurance so our advice is unbiased) our retirement specialists are with you every step of the way.
We’ll advise you on:
- When and how to claim your Social Security benefits
- Deadlines and options for Medicare
- Your required minimum distributions (RMD)
- Your need for Long-term Care Insurance
- Elder care options
As you move into retirement, we manage the transition to ensure your plan is on track and you’re ready to embrace this next phase with confidence and ease.
Call us at 703-534-4444 to learn more about how we can help you with your specific retirement planning questions.
Services
Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. GWS does not serve as a law firm, certified public accounting firm, nor an insurance agency. GWS does not prepare legal documents or tax returns, nor does it sell insurance products.