Take Control Of Your Income Plan

Published: March 22, 2019, 2:20 p.m.

This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, talk about the importance of taking control of your income plan. The SHP 5 step process, called the Retirement Road Map® is designed to get you to and through retirement. Income planning is one of the 5 steps and while discussing this, Derek, Matt and Keith, will touch on tax planning, investment planning, income planning, and health care planning. All of these areas are linked together, when planning for your retirement. By taking the proper steps, you may be able to plan for things you never thought of before, or things that you may have thought were out of your control.