Retirement Planning


Retirement planning comes with risks and challenges that need to be identified and managed.  At JMM Wealth Management we review and monitor the following “Key Risks to Retirement”.

  • Longevity
  •  Inflation
  • Withdrawal rate
  • Healthcare Costs
  • Investment diversification and order of returns.

As part of the planning process, we explain the transition from accumulating wealth to distributing it for retirement income.  We will also discuss and plan when to take social security and if necessary, discuss other sources for retirement income.