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Retirement Redefined Acres of Diamonds Surprises Extended Care: A Patchwork of Possibilities

At Wayne Smith Financial Services, LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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A Look at Systematic Withdrawals

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Using smart management to get more of what you want and free up assets to invest.

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An Inside Look at Retirement Living

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Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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