Services

At Elite Income Advisors, Inc., we spend time with our clients and community members who are exploring their financial options for retirement income planning and financial planning.

Our goal is to fully understand each person’s (or couple’s) financial situation and what their dreams are for retirement. By being able to understand our clients vision for retirement, it allows us to establish a target retirement income that will give each person the most fulfilling quality of lifetime possible. When we establish and maintain an ongoing advisory relationship with our clients, it’s important to our team to make sure that needs and goals are being met, and that our guidance is structed in a way in which retirement plans can grow and change as life changes over time.

For community members who are looking for a more personalized information about their specific situation, our team is able to develop some of all of the components of a Retire Smart Roadmap, a package that includes individualized reports that include:

• Goal Planning/Objective(s) of Financial Plan
• Social Security Timing Report (which includes estimated inflation-adjusted earnings and break-even analysis)
• Custom Tailored Income For Life Plan (showing estimated sources of income for each year in retirement)
• Tax Analysis (to discuss possibility of reducing future tax liability)
• Retirement Portfolio Stress Test (a portfolio risk analysis)
  
• Three-Bucket Asset Planning (proprietary assessment of how current funds are allocated between types of accounts and recommendations of an alternative, potentially more optimal strategy to create income and take less risk)
• Legacy And Tax Efficient Wealth Transfer Plan

To receive these customized reports for yourself, please contact our office today to schedule an appointment.