Retirement Solutions You Can Rely on
At Goodrum Financial, retirement planning is personal — not one-size-fits-all. What works for your sibling or neighbor may not work for you. I provide tailored income strategies and risk reviews to help you retire with confidence.
Medicare Planning
Medicare planning has equal importance as financial planning. A good plan will protect assets and the individual from heath concerns and the associated costs.
Long Term Care Planning
Long Term Care planning is a must. 50% of the population will need some level of LTC. Has been proven to destroy a family’s retirement funds.
Tax-efficient Retirement Planning
Tax-efficient retirement planning helps maximize your savings and minimize taxes both before and during retirement. By strategically using different accounts and withdrawal methods, you can better manage your tax liability over time.
Income Planning
Our withdrawal strategy provides stress-free income. It only increases with inflation. Survey says 64% of retirees greatest fear is running out of money (Allianz survey). Selecting when to start receiving Social Security is a critical factor. S/S will provide only about 40% of your Pre-Retirement income.
Looking to secure your future?
Create your personal pension plan forever.
Want more peace of mind today?
Create additional income for your PLAY Check.
Navigating Your Journey To Financial Freedom
My services offer a comprehensive approach to securing your financial future with confidence and trust. Partner with me to start your journey.
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