Cynthia Marshall - Retirement Planning for Business Professionals

Retirement Planning for Business Professionals

Focusing on the long term, Cynthia helps successful business professionals orchestrate a complete Goal Focused Retirement Lifestyle Plan; A simple yet powerful new way of planning for retirement.  Unlike traditional retirement plans that focus only on one big ambiguous number, Goal Focused Plans are completely customized to your needs, wants and wishes. Your plan gives you the flexibility to explore your retirement lifestyle dreams while at the same time protects your most important retirement goals.

If retirement is still 5 -10 years away or more, you need a plan to ensure that “when it’s time” you’ll be able to enjoy the lifestyle you desire. 

If you're newly retired, you have spent years growing your assets so you can enjoy this new and exciting next phase. Now you need a secure income distribution plan that will last for the rest of your life. In addition you’ll need good advice to help you avoid one of the most costly mistakes many retirees make. This one mistake could cost you a small fortune!   
 
If you've been in retirement for a while, you need a plan that ensures you won’t out live your income. It may be time to reposition your assets and implement a market recovery strategy.
 
Please enjoy our website.  Explore the learning center, browse the articles, take a quick e-seminar, or contact Cynthia to ask a question or schedule a complimentary consultation.  

 
Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

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