Transitioning to Retirement
As your retirement approaches, you must begin making critical financial decisions to help preserve your assets throughout your lifetime. Today is a perfect time to assess where you are and what you need to do to reach your financial goals.
For a personalized assessment of your retirement readiness, schedule a complimentary Retirement Transition Checkup with one of our advisors.
Social Security is a significant source of income for most U.S. retirees. Unfortunately, many individuals make decisions that could cost them substantial income over their lifetimes. In this two-minute video, Citizen Advisory Group’s Kevin Bucher describes two common and costly Social Security planning mistakes. Disclosure: This video is not endorsed or approved by the Social Security Office or any other Government Agency.
We’re your transitioning to retirement people.
Kevin Bucher co-founded Citizen Advisory Group in 2006 to help area residents map out and implement successful retirement plans. Kevin serves as Chief Financial Officer and an Investment Advisor Representative under Advisory Alpha.
Martin Lopez Tuero
Martin Lopez Tuero is a CFP® professional. In his role as an account manager and associate advisor, he serves as a focal point for new business and prides himself in exceeding client service expectations.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.