Retirement Income Planning Defined:
Our principal James Gallagher is helping to redefine a Retirement Income Planning industry that is being hit by the perfect storm: a retiring baby boomer population, life expectancies dramatically increasing, near zero interest rates expected for years to come, an almost certain increase in potential inflation, and a volatile market being driven by the bond bubble. As the Retirement Engineer and developer of the SIPS Retirement Planning System, James believes that a retirement is far too important to be left to just guesses and chance, it needs to be well designed and then tested to make sure you are protected.
There are five steps to engineering a retirement plan. As we complete each step together, your goals and objectives will become clearer, potential obstacles will be easier to understand, and the plan will continue to improve.
We can always skip a step and come back to it later. No matter where we are in the planning process, and even if you are already retired, the ultimate objective is to refine and enhance the the way your assets are working for you, giving you greater confidence in the future.