Goal Planning Strategies
Grab the empty rail with your hand. Feel that hum? The anticipation? That slight vibration from just beyond the curve? It’s retirement, and it’s coming down the track. When it gets here, will you be ready? What is your biggest concern? At Goal Planning Strategies, we want to provide honest, experienced service toward your retirement plan and the important journey you’re about to begin.
ALL ABOARD RETIREMENT: Get Your Retirement on Track
Planning for retirement is about more than simply accumulating wealth. It’s about preparing for life’s attempts at derailments: illness, market downturns, increased taxes, caregiver expenses and more. Over time, it takes more fuel (money) to keep the train moving, but the better you plan, the less likely you are to run out of fuel.
In “All Aboard Retirement,” you’ll discover:
- The importance of having a written map (plan) to guide your journey
- How to craft a retirement income strategy
- How issues like politics, taxes, inflation and more can impact your retirement — and how to prepare yourself ahead of time
Get Started in 3 Easy Steps:
We’re here to help you feel confident in your financial future.
All Aboard
Before departure, we want to understand your retirement goals to create strategies unique to you.
The Journey
Using the RetireTrak Process, we engineer your journey and track your success together.
The Destination
As we set upon the rails of your journey and its many destinations, we’ll be with you for the whole trip.
Make the most of Social Security
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
- How to optimize Social Security for your situation
- Why timing is so important when it comes to your benefits
- Ways to supplement your Social Security income
For more than four decades, Johnny Rosier has been helping state employees, public educators and federal employees with their retirement benefits. He and his team travel nationally to provide educational seminars on benefits. The complexities of government benefits can be a challenge, but Johnny, a federal retirement consultant, is deeply knowledgeable about federal benefits programs available to employees and family members — both active and retired.
