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Name
Bill Burke
Title
Retirement Income & Preservation Specialist
Bio
After 40+ years of setting up succession plans, Bill has discovered a new challenge facing baby boomers: They need a guide to help navigate the next 40 years!
For the first half of their lives, boomers worked with accumulation specialists to build up their nest egg. Now, that nest egg needs to produce income for the next 40 years...maybe even longer!
A new strategy is needed and Bill's skills in distribution strategies could help. The next season of life will be defined by decisions made in the first five years of retirement. Taxes, inflation, interest rates, health expenses, market volatility and longevity may provide potentially significant challenges for the unwary.
Bill's role is to ensure you know what you don't know because what you don't know can scuttle even the best of intentions.
The final season of life should be the best season of all - you've earned it! After all, what you want is fairly simple.
You want the ability to:
- Do what you want
- When you want
- With whom you want
- For as long as you want
Bill acts as a fiduciary and registered investment advisor as well as a Master Elite IRA advisor for the Ed Slott, CPA organization.
Bill has held his health and life insurance license since 1972 and has been a Certified Financial Planner since 1983.
For the first half of their lives, boomers worked with accumulation specialists to build up their nest egg. Now, that nest egg needs to produce income for the next 40 years...maybe even longer!
A new strategy is needed and Bill's skills in distribution strategies could help. The next season of life will be defined by decisions made in the first five years of retirement. Taxes, inflation, interest rates, health expenses, market volatility and longevity may provide potentially significant challenges for the unwary.
Bill's role is to ensure you know what you don't know because what you don't know can scuttle even the best of intentions.
The final season of life should be the best season of all - you've earned it! After all, what you want is fairly simple.
You want the ability to:
- Do what you want
- When you want
- With whom you want
- For as long as you want
Bill acts as a fiduciary and registered investment advisor as well as a Master Elite IRA advisor for the Ed Slott, CPA organization.
Bill has held his health and life insurance license since 1972 and has been a Certified Financial Planner since 1983.
Contact
-
groundrushfinancial.com
