Retirement Planning in Baltimore, DC, and Surrounding Cities

What does it take to retire comfortably?  How do you plan your investments from a company-sponsored plan (i.e. 401k / 403b) and combine those with your other accounts, stock options, executive deferred compensation plans, etc?  Where does Social Security fit in?  Where do health care costs come into play at retirement?  Are there any means to guarantee a portion of your income during retirement?  What should you plan for medical expenditures including potential costs from extended care?  Are your Wills and trusts in order? 

While many people don’t realize it, most company-sponsored programs don’t cover everything you’ll need in retirement, and planning other means of income is often essential to ensuring continued comfort. Serving clients in Baltimore, Washington DC, and around the region, Pinson Wealth Management takes a personalized and holistic approach to retirement planning and provides strategies that are customized around your requirements and goals to help you create a steady and adequate flow of income throughout your golden years. We also offer estate planning and business services (succession planning, executive benefits, buy-sell, etc.) for a complete economic plan. In addition to our own extensive experience, we provide access to the experience of world-class money managers as well as a range of products and services, including annuities, insurance, and more.

Using every tool at our disposal to help you create a reliable retirement plan that fits your personal goals, we take into account everything from the taxation of various accounts to the value of guaranteed incomes. We work to create a diverse and comprehensive portfolio that minimizes risk while leveraging assets. And, since we also offer general financial planning services, Pinson can help fit your retirement plan into your overall economic strategy.

For more information on financial planning in Baltimore or DC from Pinson Wealth Management, contact us today.