Retirement Planning
For Those 55 and Older
Let Us Help You Fix These
Common Retirement Mistakes:
- Overpaying for Investment Advice
- High Taxes and Fees
- Limited Investment Choices
- Cookie Cutter Planning
- Medicare Mistakes
Did You Know?
Taxes Will Be Your Largest Bill
Over Your Lifetime.
We Can Help Answer These Questions:
How much are you overpaying in taxes?
How much can you spend in retirement?
Helping You Minimize
Lifetime Taxes
To Maximize Your Lifetime Assets.
Our Services
Retirement
Planning
Planning for retirement: where to start, how to invest and who to contact
Income
Guidance
Guidance on generating enough income to address your retirement needs
Spending
Advice
Management tips on your year-to-year spending while in retirement
Retirement
Income
Advice on turning your retirement savings into retirement income
Flat-Fee or Percentage Advisor?
Asset-based advisors charge a fee that is a percentage of your assets. So, as your assets grow, so does your cost.
A Flat-Fee Advisor is Best for Retirees.
A flat-fee advisor has no financial incentive to do anything other than consider everything and recommend only what is best for the client.
We are Flat-Fee Advisors.
We stand ready to help if you need assistance in planning for retirement or refreshing your current retirement plan.
About Dave
David Pankiw has been actively involved in the investment business for over 30 years, beginning his career in 1986 working for a subsidiary of Integrated Resources. He graduated from Widener University with a business BS degree and a Master of Science in Financial Services (MSFS). David has also hosted a local radio show, Square Talk on the Market. In addition, he has been a contributor to the Journal of Personal Finance and Marketwatch.com.
