retirement planning

trust | transparency | results

transition into retirement is complicated

you’ll have a lot of decisions to make – we’re here to give you peace-of-mind, knowing you’re making all of the right ones

Planning your retirement involves a lot more than just figuring out the magic number you will need. It’s a complex undertaking where the decisions you make can have a substantial impact on your quality of life in your retirement years. So, as you have questions about optimizing Social Security or whether you should consider long-term care insurance, our retirement planning specialists in The Woodlands are ready to guide you every step of the way.

professional guidance for each important detail

we’ll make sure each step you take is one that brings you closer to your retirement goals

  • When and how to claim your Social Security benefits
  • Deadlines and options for Medicare
  • Your required minimum distributions (RMD)
  • Your need for Long-term Care Insurance
  • Eldercare options

As you move into retirement, our retirement planning company in The Woodlands we manage the transition to ensure your plan is on track and you’re ready to embrace this next phase with confidence and ease.

Call us at 832-789-1100 to learn more about how our financial advisors in The Woodlands can help you with your specific retirement planning questions.

SOCIAL SECURITY STRATEGY OPTIMIZATION

YOU OWE IT TO YOURSELF AND YOUR FAMILY TO MAKE SURE YOU’RE NOT LEAVING BENEFITS ON THE TABLE

  • Will you be impacted by the Windfall Elimination Provision (WEP) or Government Pension Offset (GPO)?

  • Do you know your full retirement age & benefit?

  • Have you completed an analysis to determine the optimal time to take Social Security?

  • Is your spousal benefit more advantageous than your personal benefit?

  • Have you completed a lifetime benefit maximization analysis?

There’s no one-size-fits-all answer, and with many different variables entering the equation, it’s important to work with a CERTIFIED FINANCIAL PLANNER™ (CFP®) to discuss your options and make an informed decision.

The Rhame & Gorrell Team offers a complimentary Social Security strategy consultation, because you only get ONE chance to make the right choices when claiming Social Security benefits.  Click below to get started!

ASK US ANYTHING

If you have any questions or would like to learn more about our firm, please fill out the form below and we’ll get back to you shortly.  We look forward to hearing from you.

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