Skip to main content
Connect to Your Account    

  • Home
  • About
    • Process and Experience
    • Our Team
    • Values and Mission
    • About LPL Financial
  • Services
    • Individuals and Families
    • Business Owners/ Corporations
    • Financial Planning
    • Cash Flow Planning
    • Wealth Management
    • Retirement & Longevity Planning
    • Insurance Planning
    • Education Funding
    • Estate Planning
    • Business Financial Services
    • Employee Benefits Review
    • Guided Wealth Portfolios
  • Resources
    • AKFG Quarter in Review
    • LPL Outlook
    • LPL Research Weekly Insights
    • Financial Education Center
    • Account View
    • Total Financial Picture Checklist
  • Join Our Team
    • The AK Network
    • The Value of Association
    • OSJ Network
    • Why LPL Financial
  • Become a Client
    • Get Started
    • The AK Advantage
  • Guided Wealth Portfolios
    • About GWP
    • Get Started
  • Let's Connect
  • MoneyGuidePro®
  • Weekly Insights

We Help You Plan to Retire and Plan in Retirement

    You are here

  1. Home
  2. Services
  3. Retirement & Longevity Planning

Retirement & Longevity Planning

Whether You Are In The Accumulation Phase Or Have Already Retired, Longevity Planning Is Critical To:

  • Addressing your retirement income needs, desires, and expenses
  • Maintaining lifestyle choices and priorities
  • Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving, and other goals

We Can Help You Develop A Comprehensive Retirement and Longevity Plan To:

  • Identify and pursue your lifetime income goals
  • Help minimize taxes on income—now and during retirement
  • Evaluate the variables in your retirement plan to ensure alignment with your objectives

Connect with Us

 

6 Venture, Suite 390
Irvine, CA 92618
(949) 788-7700 phone
(800) 828-2341 toll-free
(949) 788-7710 fax

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through AK Financial Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, and WY.

© 2021 AK Financial Group. All rights reserved.

Website Design For Financial Services Professionals