SERVICES
RETIREMENT INCOME STRATEGIES
Retirement Income Strategies
Am I saving enough now to generate the income needed for the lifestyle I want in retirement? That is the burning question for most people—and one we help answer. We work with you today to make sure you are contributing enough to comfortably meet your retirement needs. Then when the time comes, we will help you select and execute the best financial strategy for your goals.
We help to establish current and future retirement strategies
Our detailed goals-based analysis software shows if current spending and savings will help you to achieve your future goals. We create flexible “What-If” scenarios to determine the feasibility of buying a vacation home, changing jobs, giving a large gift, traveling, retiring sooner, etc.
We can also illustrate what changes you are willing to make to help ensure the probability of a more successful retirement by reducing spending, changing the timing of goals, saving more and/or retiring later. A sound retirement strategy will give you confidence that your assets will be sufficient. We also provide direction on withdrawal strategies to minimize taxes, maximize earning potential and ensure that your funds will last your lifetime.
We are prepared with the tools, solutions, and diverse services to help you get the most out of retirement, no matter your circumstances.
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Client Stories
“Sherri and I met several years ago at a group presentation concerning financial retirement options. I decided to get on board and have had nothing but positive outcomes working with her. Sherri has always been readily available to me via texts, phone calls and/or emails. Most importantly, Sherri is always pleasant, respectful, and professional. I rely on her expertise at preserving your assets and you can be assured that Sherri always has my best interest at heart. I can truly say that I trust Sherri without worry.”
Renee T., Delaware
“I recommend Sherri Eigen to anyone who is anxious about their retirement. Her educational seminars clearly demonstrate that she enjoys helping people. Sherri invests the time necessary to get to know the individual first and then focuses on their retirement goals. She will calm your fears and leave you confident that you CAN achieve your goals and just how to go about doing it.”
Diana P., New Jersey
“Professional, thorough, and comprehensive in her research and presentation. Answers any questions with clarity and patience.”
Sally R., Delaware
“My husband and I began working with Sherri about four years ago. We have found her to be knowledgeable and patient in explaining our different options. She is also honest in assessing our assets – for example, we had an annuity that she felt was working well for us and didn’t advise (or push) us to move to her company. And let me say again – she is so patient! Like so many, understanding and navigating the annuity/IRA world is so complex, and she never seems to tire of helping us to learn! Sherri is a real pro!”
Ann & Steven M., New Jersey
“Over the past several years, I have known Sherri as a colleague and friend. Professionally, the first thought that comes to mind is that she truly cares about each and every one of her clients. She has a nurturing approach and strives to always do the right thing by acting in their best interest. She demonstrates this time and time again with her above and beyond the level of service, willingness to listen, compassion for others, and going the extra mile to assure comfort and security to everyone she works with.”
Brenda H.