Retirement Planning

Retire on purpose, with purpose

The thought of retirement can be overwhelming.

Where do you begin? How much money will you need?

More importantly, how will you continue to grow and give in the next phase of your life?

For a fulfilling retirement, what is most important is purpose. Purpose is something you unlock within yourself. It lives in the ways you share your passions, strengths, and values with your loved ones and the world. It can only be obtained with intention and is discovered in meaningful action.

It’s critically important to coordinate your current and future resources, such as Social Security Benefits, Pension Income, Pre-tax 401(k), After-tax 401(k), Roth 401(k), IRAs, Company stocks, Group Health Insurance, Medicare, and other items.

With proper planning and strategic actions, you will be able to increase your income, reduce your taxes, and leave more to your loved ones and the community you care about.

At Balanced Investment Company, we have built the capabilities to ensure that you can answer those questions and spot any potential issues that may arise. So you can retire on purpose, with purpose.

Some of the items we review are:

• Investment Policy Statements
• Durable Power of Attorney
• Asset Allocation
• Tax Returns
• Wills and Trusts
• Individualized Financial Plan
• Insurance Documents
• Advanced Medical Directives
• Estate Planning Documents
• Beneficiary Directions