Retirement Income Specialists - The Local IRA Rollover Expert
In 2009, Thomas Swan founded Retirement Income Specialists to help retirees and soon to be retirees ensure that their retirements provide them with financial peace of mind and security they need to enjoy their golden years.
At Retirement Income Specialists Financial we believe that it isn’t the amount of money you have saved, rather the amount of income you can safely withdraw each year that truly make the difference in retirement. At Retirement Income Specialists you’ll work with our Team of experts, including financial expert, trainer and founder Thomas Swan to create a sound financial plan that is designed to help you protect, grow and enjoy your life savings through retirement and beyond.
At Retirement Income Specialists Financial, we work with our client's to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:
- Retirement Income & Social Security Maximization Planning
- Advance Tax Planning & Minimization Strategies
- Investment & Risk Management Strategies
- Emergency Planning
- Estate & Legacy Planning
We see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Retirement Income Specialists we'll work with you to help you create a sound financial plan that is designed to help you achieve your financial goals with minimal risk and a high probability of success. At Retirement Income Specialists our promise to you is simple; to serve you to the best of our ability, protecting your interests above all others.
Discover what it means to have a custom tailored financial plan that is designed specifically for you and your needs, and is designed to provide you and your loved ones with security and peace of mind for years to come. Call Today (805) 644-3495.
At Retirement Income Specialists, we help you make dollars out of things that make no sense!
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Building wealth requires protection from the forces of wealth destruction.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
It's important to understand how inflation is reported and how it can affect investments.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Do you have causes that you want to support with donations? Here are three tips.
There are hundreds of ETFs available. Should you invest in them?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?