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KAKB PLLC Advisors and Certified Public Accountants

Retirement & Social Security Planning

Schedule a Consultation (480) 488-5255

Did you know that the average Social Security retirement benefit in 2017 was $1,404 per month?  Could you live on that amount based on your current lifestyle or expected retirement lifestyle.

Many or most people do not have a good idea of how much money they need in retirement.

We would like to help you be in the other group of people – those that do know how much money they need in retirement. Those that do have a plan.

For retirement planning, you need to think about so many things – 

  • when you can start saving, 
  • how much you can save, 
  • when you want to retire,  
  • will you work part time, 
  • how long you think you might live, 
  • what kind of life style do you want in retirement 
  • to name a few.

Our financial planning consists of taking your numbers and projecting out.  Then we can work with you on adjustments to help you reach a balance before and after retirement.

We create a roadmap that can be adjusted as time goes by.

What we don’t do is sell products. Nor do we accept commissions from anyone who does sell products. That is a point of difference with us.

With us, you never wonder if we are doing something because it is good for us rather than being good for you.  

At KAKB, we would like to help you plan for your retirement. To have the peace of mind of having a retirement plan is a wonderful feeling. Rather than remembering the saying: If you don’t know where you are going, you probably won’t get there – a better saying is I do know where I am going & I have my plan to get there.