Why People Hire US: Retirement Planning

Successful retirement planning is not just about accumulating assets, it’s also about how to properly spend your assets.  You need to minimize the guesswork involved in the most important retirement question: How am I doing?

Interactive’s retirement planning services guide you through the accumulation, preservation and ultimately spending of your wealth. We help you organize the otherwise contrasting components involved:

  • Tax-smart investing (taxable and tax-sheltered account management)
  • Sources of retirement income (retirement plans, pension plans, Social Security and more)
  • Spending plan based on your desired lifestyle as well as market conditions
  • Estate planning needs