As Americans begin to shoulder an increased financial burden for their own retirement, proper planning has become a significant issue for every investor. Consider this:

Many retirees will outlive their money from being too conservative (or too aggressive) with their investments, underestimating their life span, or by suffering from a prolonged illness

Retirees will be responsible for funding the majority of their retirement income

• Under the leadership of Bill Leonard, Brookmont Capital offers expert advice on IRA’s, 401(k) plans and other tax deferred products when analyzing your entire financial situation
• Our services include determining minimum required distributions, advice on retirement plans and their impact on an individual’s estate, and updates on changes in the tax laws
• We will also run a variety of depletion schedules to determine how spending habits and asset returns impact  your portfolio in the future
• Annual meetings are scheduled to review your retirement plan and verify that your goals and investment strategy are in sync
• Semi-annual meetings are scheduled to compare current asset allocations versus specific targets
• Bill Leonard, Director of Client Relations at Brookmont Capital, is a Certified IRA Services Professional (CISP) with more than twenty years of experience in Retirement Planning