The Worry Free Retirement Blueprint

The Skybox Worry Free Retirement Blueprint TM is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of.

Income Planning

Making sure your expenses can be paid with predictability for the rest of your life is crucial. Helping you plan your income in retirement is our top priority. This typically includes:

  • Social Security Maximization
  • Income & Expense Analysis
  • Inflation Plan
  • Spousal Plan
  • Longevity Protection

Investment Planning

After we have established a plan for income, we will create an investment plan for the remaining assets, including:

  • Adjusting your portfolio to reduce fees
  • Market volatility control
  • Reducing risk

Tax Planning

A strategy for reducing tax liabilities is critical for any retirement plan, including:

  • Assessing the taxable nature of your current holdings
  • IRA planning
  • Strategies to reduce your tax burden
  • Leveraging qualified money to leave tax-free dollars to beneficiaries

Healthcare Planning

Healthcare costs are always on the rise, and we will create a plan to help you address costs with a minimum of expense, including:

  • Looking at Medicare Parts A, B and D from all angles
  • Discussion options for a long-term care plan, such as long-term care insurance

Legacy Planning

Making sure your everything you’ve worked for throughout your life goes to your beneficiaries in a tax efficient manner is crucial. By working collaboratively with a qualified Estate Planning Attorney, we can help:

  • Maximize tax efficient opportunities as part of your estate plan
  • Protect your assets in a trust to ensure they are distributed probate free
  • Prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries

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