Live the Lifestyle you Want During Retirement

Most people look forward to retirement and hope they will be able to afford all the things they want to do with their free time. Cody Roulier works with clients to design retirement plans that help them pursue their goals. There are two main strategies that Mr. Roulier uses to seek to maximize outcomes and reduce risk.

Strive to Maximize Income Planning

One of the first steps of the planning process is to determine how much money one needs or wants in retirement and figuring out how to work towards that goal. Some aspects to consider include:

• Current and potential income sources
• Future living expenses, taking inflation into account
• Investment portfolio strategies
• Income withdrawal strategies

Design Income Distribution Plans

Not all income sources are the same, and choosing how to pay your expenses makes a substantial difference. The varying sources may include cash, dividends, interest and capital gains. We can help you strategize so you lower tax liabilities, generate cash flow from your portfolio and make your money work smarter for you.

Begin Retirement Planning Today

Whether you have decades until retirement, or it is just around the corner, the sooner you start planning the better. Contact Cody Roulier at LPL Financial and allow him to design an individualized plan for you in the Palm Desert area.