Retirement
Wealth Management & Retirement Income Solutions
IRA | Medicare | Social Security | Annuities
Retirement Income Solutions
To achieve a successful retirement we ensure that investors understand both the accumulation and distribution phases of retirement planning. Equipped with this knowledge, our clients are better suited to make informed decisions to prepare for ongoing needs, emergency reserves, tax obligations, and traveling or big-ticket items during retirement.
Social Security Planning
Social security planning involves strategic decisions and considerations to optimize the benefits and financial security provided by the social security system. Individuals need to evaluate their retirement goals, life expectancy, and other sources of income to make informed choices that ensure a comfortable retirement. Use the calculator below to help estimate your Social Security Benefits for retirement.
Legacy Concepts
To achieve a successful retirement we ensure that investors understand both the accumulation and distribution phases of retirement planning. Equipped with this knowledge, our clients are better suited to make informed decisions to prepare for ongoing needs, emergency reserves, tax obligations, and traveling or big-ticket items during retirement.
Wealth Management
Financial security and independence, that’s what our wealth management services help you achieve. Through careful planning, and selecting the right investment and insurance solutions a Hazard & Siegel Financial Professional will ensure you build, preserve, and manage your wealth. As a Registered Investment Advisory (RIA), Hazard & Siegel Financial Professionals have access to a network of wealth management professionals.