The services for the retirement you deserve

Retirement income planning with your goals in mind

Retirement income planning is a process of determining realistic retirement income needs, assessing income and lifestyle goals, and then developing the tactics to achieve them. A retirement income plan identifies sources of income, estimates expenses, spells out year-by-year drawdowns, estimates cash flow, and much more.


Whether you are decades away from retirement or almost there, a well-planned retirement income strategy takes you from earning money every month to spending the money you have accumulated in the most efficient way—a way that can last throughout your retirement, no matter how long you live.


Vivid Financial Group will help you plan every aspect of your retirement income, including Social Security, pensions, 401(k)s, IRAs, and other new strategies that may benefit you. We will help you find tax-advantaged ways of sustaining you through retirement. As an independent group, we are not limited in terms of our products, unlike other firms with a big bank or insurance company name on their door.