CONNECT

Address:

1800 Walt Whitman Road, Suite 160
Melville, NY 11747

Phone:

(631) 753-1212

Fax/Other:

(631) 794-2380

Retirement Planning

 

Plan Now.  Enjoy Later.

Developing a successful retirement plan involves carefully considering a wide range of issues and potential problems.  Finding solutions to these questions often requires personal education and the guidance of knowledgeable individuals from many professional disciplines.  The key is to begin planning as early as possible.

Providing a steady income is often the key problem involved in retirement planning.  Longer life spans raise the issue of the impact of inflation on fixed dollar payments, as well as the possibility of outliving accumulated personal savings.  Social Security retirement benefits and income from employer-sponsored retirement plans typically provide only a portion of the total income required.  If income is insufficient, a retiree may be forced to either continue working, or face a reduced standard of living.

Compass Benefit Planning, LLC. has retirement planning professionals that can assist you in the development of a suitable retirement plan based on your personal needs, so that you can your enjoy retirement with financial comfort.

 

Some Of Our Valued Qualified Plans and Annuity Carriers: