Starmont will help you to build an investment portfolio for use in retirement. This will include helping you to decide which tax-deferred retirement accounts to use and in what amounts. We also will advise you on when to start taking Social Security based upon the law as it exists when you become eligible to do so, and your own personal situation at that time. We also will identify other viable sources of cash to fund your retirement.

We can analyze if and when you will have enough money to retire based on your desired spending level, and help to assess whether your retirement plans work or if they need to be modified.

As always, our analysis can be revisited and updated periodically as the world, your life and your plans change.