Retirement Planning

This may be your first time retiring, but it’s not ours.

Our Retirement Planning Services Include:

Income Planning

Where will your next paycheck come from after you retire? There are many different strategies to help you create your own personal pension, and as independent advisers, we have the ability to be both objective and selective when recommending them to you.

Lump Sum and Pension Planning

Which option is best for your family, or do you have alternatives? We can advise you on what to do with both your pension plan and your self-directed retirement assets such as 401(k)’s, IRA’s and cash balance plans.

Coordination

In order to ensure your retirement income plan is both tax-efficient and sustainable, we will coordinate withdrawals between your different “buckets” of money to balance your tax responsibility every year.

Social Security Optimization

When is the best time for you and your spouse to claim? What’s your breakeven age if you draw early? Let us walk you through an interactive and powerful exercise that will answer these questions and establish the best strategy for you.

Required Minimum Distribution Planning

We can provide you with guidance on what to do with your “RMD’s” once you reach 70 ½, especially if you have no need for the income.

Healthcare Planning

Healthcare tends to get more expensive as you get older, so having strategies in place to help lighten the financial impact is vital to the success of your retirement plan.

Take control of your future. Today.

Our interactive, yet intuitive software helps you take the reigns of your financial future. Adjust components to see projections in real-time. The path to living a great tomorrow starts today.

Professional Advice.
One Click Away.

CenterBridge Planning Group offers more than just retirement planning. 

CenterBridge Planning Group offers more than just retirement planning. 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

 

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

 

© 2018 CenterBridge Planning Group

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

© Copyright 2014 - 2018