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Retirement Planning

We understand the unique needs and challenges investors face who are retired or are about to retire. It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first in seeking to minimize taxes and maximize income potential.

Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to protect and grow your retirement assets. Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you:

Meet retirement income needs, desires and expenses
Maintain lifestyle choices and priorities
Work towards funding goals for travel, healthcare, estate planning, charitable giving and other goals
We can assist you with the following retirement plans and strategies:

  • Retirement Income Planning
  • 401(k)/IRA Rollover Services
  • Traditional and Roth IRAs
  • SEP IRAs

Boeing Employees and Washington State DRS Covered Employees: Our familiarity and extensive working knowledge of both state sponsored and Boeing retirement plans enable us to efficiently and effectively assist you with your retirement plan decisions.

Will You Be Ready for Retirement on Your Terms?

If you have questions about how prepared you are, or how long your income may last in retirement, we will be happy to meet with you to discuss your concerns and your objectives. There’s nothing more rewarding than the confidence that comes with knowing you are on the right path to pursuing your important financial goals. Contact Us to learn more.

Our founder, A. Sean Bailey is a member of Ed Slott’s Elite IRA Advisor Group℠—350 select financial representatives from across the United States who have received specialized IRA distribution training.

No strategy assures success or protects against loss. Ed Slott’s Elite IRA Advisor Group is not affiliated with Bailey Wealth Services or LPL Financial.

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