Retirement Planning At American Investment Planners LLC

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

One year, three years, five+ years? How far off are you from the retirement phase of your life? A major milestone in the life of any individual, retirement is something that must be planned for properly in order for it to be the relaxing and stress free time so many of us hope it would be. Why? Being that your flow of income will change, you will need to have a strong financial strategy in place to ensure that you have enough set aside to afford the cost of living at this age.

Since planning for this stage of your life can be so complex, we at American Investment Planners LLC recommend sitting down with an experienced financial advisor while you do so. Between 401(k) plans, IRA accounts and Social Security alone, there are so many intricate details that come into play when it comes to retirement planning. 

What We Do

To start, the first thing we do is sit down with you and your family to learn about your personal circumstances and investment philosophy. Once we are familiar with your current financial state and future financial aspirations, we are able to devise a solution that will help ensure you have enough put away before your last day of work arrives. Furthermore, we will provide you with the information you need about different planning methods (such as 401(k)s and IRAs) and determine which one bests suits you, your spouse and your family as a whole. 

Retiring and Relocating

Did you know that we are the number one financial planning firm in the US when it comes to discussing retiring and relocating? Once you are on the right track to saving for retirement, we can discuss plans for relocating if it is of interest of you. As experts in this area of financial planning, we know what you need to consider before, during and even after you make your way out of town. 

So what do you say? Are you ready to get started? For more information about our retirement planning services, please visit us on our website or contact us at (516) 932-5130. And don't forget to check out CFP and President of American Investment Planners LLC Lee Rosenberg's book, 50 Fabulous Places To Retire In America for more great retirement tips.