Dave believes a retirement plan starts with this definition.
“It is a plan that coordinates Social Security and pension with your retirement age. This plan is to be tax-efficient; inflation-adjusted and provide you with a predictable, durable and sustainable income to cover your essential expenses for as long as you live. This plan should be based on realistic returns, should be sensible and understandable”.
Over the last several years thousands have attended one of his Maximize your Social Security workshops sponsored by his local AAA Motor Club. He has also done webinars for CPA’s across the country.
Dave teaches people how to use the bucket approach in retirement turning on income for 5-year periods.
Dave also serves his community as chairman of the board of the VNA Community Healthcare & Hospice https://connecticuthomecare.org
To learn more about us and what we do please visit our web-site
I offer retirement planning services best suited for people who are 55 or older and are still working. The planning is very comprehensive and generally takes 4 to 5 meetings to put a plan together.
Social Security benefits to fit your retirement age.
Pension option if you have one.
Retirement Plan will show your balance sheet, income sources, and payout buckets.
Income tax projections both State and Federal.
You’ll receive a free copy of my Stress-Free Retirement Book
David L. Cowan
Legacy Retirement Group, LLC
9 Tenedine Dr.
North Haven, CT 06473