RETIREMENT INCOME ANALYSIS

WHAT IS A RETIREMENT INCOME ANALYSIS?

This analysis strives to answer the question, “Can you afford to retire?”

It is critical that you are able to answer this question before leaving service, wouldn’t you agree? You have been saving your whole career, but how do you know whether it is enough to see you through retirement successfully? By working with Bridge Wealth Strategies Inc., we will help you with a custom tailored Retirement Income Analysis for your family’s unique retirement equation.

OUR RETIREMENT INCOME ANALYSIS ANSWERS THE FOLLOWING 5 KEY QUESTIONS:

1. How much retirement income will we need?

Your projected year-by-year base income needs, discretionary income desires, and total income goal. Your Retirement Income Analysis includes the application of projected inflation and anticipated changes to expenses.

2. How much will we receive from Social Security?

Your projected income from Social Security benefits and the optimization of them.

3. How much is your income gap?

Your projected year-by-year base income gap and total income gap, revealing the amount of retirement income that must be generated by retirement savings.

4. How do we fill the gap using our savings?

Recommended position for your retirement savings to close your base income gap and achieve your total income goal throughout retirement.

5. How long will our income and savings last?

Projected year-by-year retirement saving balance based upon the exertion of proposed asset positioning out to age 100.

Bridge Wealth Strategies Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation. Bridge Wealth Strategies Inc. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.

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Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

Contact Info

516-652-8561

631-577-7999

68 S. Service Road, Melville, NY 11747

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Bridge Wealth Strategies, Inc. are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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