Broker Check

Retirement Planning

Retirement Planning clients

are ready to have clarity around the ultimate question:  "Do I have the financial resources to live the life I envision?"

They are ready to move from wondering what the future looks like to having confidence in living their next now.

Retirement Planning clients work with SWP to help design and implement an integrated retirement income plan.

Why Us

Karen has earned many designations. One of the more recent ones is the RICP®, the Retirement Income Certified Professional®.  This designation promotes a more informed decision-making regarding retirement financial planning while creating a broader perspective.

Retirement Planning Clients

Experience support, monitoring, and ongoing communication as they move confidently into their next and much anticipate, phase of life.

Strategies Include

  • Helping to mitigate risk of running out of money
  • Income planning
  • Building, protecting, and distributing wealth
  • Estate Planning
  • Tax strategies