Retirement Planning

Get the peace of mind that comes with being prepared for the future.


Retirement planning is about planning for the time when you no longer want to or need to work to earn income. The earlier you start the process the better off you'll be for a safe and secure retirement.

Retirement planning also includes:

How and with whom do you want to spend your free time?

Where would you live?

How much money do you need?

For many, retirement after a 30+ year career becomes a goal, but many do not know what it will take, or know the answer to the all-important question: What’s my number?

When factoring in Fixed Income, Expenses, Health Care and Inflation it becomes quite surprising to many what today’s dollars look like in 20+ years and what your retirement savings project out during this time frame.

When planning for retirement, start early, plan and be flexible. At MultiGen we use sophisticated financial planning software from eMoney to assist clients with the Retirement Analysis. We then utilize tax efficient strategies to assist our clients with clarifying goals and work to pursue one of the most common and important goals, “to have my money outlive me.”

For Families: IRA, Roth IRA and Annuity.

For Businesses: Simplified Employee Pension (SEP), Simple IRA, 401k, 403b and Non-Qualified benefit programs.