Retirement Planning Services

retirement couple

Reaching retirement is an exciting landmark in a person's life but are you really as prepared as you think you are? How much money will you need to live comfortably? Is your current investment strategy sufficient to support this goal? Preserving assets and effectively managing investments requires the skills of a talented wealth management professional. At Mensah Finance Group, we have the knowledge and experience to help you put the right retirement plan in place. We'll create a plan that coordinates your investments with your long-term financial objectives so you can face your retirement years with confidence.

Retirement planning is very personal so the first thing we'll do is get to know you. We'll learn about the type of lifestyle you want to maintain during retirement so we can arrange your portfolio to stay on track to meet or exceed appropriate wealth targets. We'll also manage tax implications, assist with retirement distribution planning. Our goal is to help you and your family to be well-prepared for retirement.

Retirement planning services:

  • Retirement modeling and projections
  • Retirement distribution planning
  • IRAs - traditional, Roth, SEP, simple
  • Asset protection and wealth management
  • Succession and exit strategies
  • Request your free consultation through our website or call 678-821-2950 and get started now.