Retirement Income Planning
Retirement planning is about developing a plan for turning the nest egg that you have been growing throughout your lifetime into an income stream that will last you for the rest of your life.
My role as your financial planner is to be your guide, coaching you through the decision-making process. My responsibility as a follower of Jesus Christ is to accomplish this from a Biblical perspective, integrating Biblical principles and technical expertise.
The process starts with getting to know you and your financial goals. We will then analyze the current direction of your finances, reviewing your plan with you together to help you have confidence in your future.
Seven facets of Financial Planning
- Budgeting and Debt analysis
- Insurance Planning
- Employee Benefits
- Investment and College Planning
- Income Tax Planning
- Retirement Planning
- Estate Planning and Legacy Giving
What sets us apart the most at Golden Rule Wealth Advisory is that we include an additional step to the Financial Planning process called Biblically Faithful Investing. This enables you to invest according to your values and make an impact for God’s Kingdom by investing in companies who are doing good things that align with Biblical principles.