Retirement Income Planning

In today's world, retirement can mean many different things. For some, it may mean continuing to work part time in your career. For others, it may be a new career or new business venture, getting an education in a new field, volunteering more, traveling more, or spending time with family. 

Regardless of what your retirement may look like, your focus must now shift from saving for retirement to generating a retirement income stream. Southtowns Financial Group can help! We will work with you to create an income plan customized for your lifestyle.

If you have spent your lifetime in a "saving mentality" consider how you might feel when one day you are expected to hit a switch and start "unsaving." How might that feel?

We can help you put all the pieces together:

  • Social Security Strategies 
  • Company/ Government Pensions
  • 401(k)/ 403(b)/ 457 Savings
  • Traditional IRA, Roth IRA, Investment Savings
  • Income Annuities

Daniel S. Blake CFBS, CFP®, MS

President & CEO

(716) 662-0070

dan@familyvalu.com

Dan Blake is a seasoned financial planning professional with over thirty years of experience helping clients plan for their future. After serving in the U.S. Marine Corp., Dan began his career in financial services with a local public...

Read more