%20(1).png/:/rs=h:320,cg:true,m/qt=q:95)
Retirement Planning
Plan Today for the Retirement You Deserve
At Kershaw Retirement Solutions, we believe retirement isn’t the end of the road — it’s the beginning of a new journey. Whether you're five years out or already retired, a strong financial plan can make all the difference in maintaining your lifestyle, managing your income, and protecting what matters most.
We specialize in helping individuals and families design custom retirement strategies based on their unique goals, income sources, and risk tolerance. Our personalized approach ensures that you understand every option available and can move forward with clarity and confidence.
What we can help with:
- Understanding your retirement income needs
- Maximizing Social Security and pension options
- IRA and 401(k) rollovers and consolidation
- Tax-efficient withdrawal strategies
- Budgeting and inflation planning
- Planning for healthcare and long-term care
- Leaving a legacy for your loved ones
Frequently Asked Questions
Please reach us at bob@kershawretirement.com if you cannot find an answer to your question.
Ideally, as early as possible. But it’s never too late! Whether you're just getting started or are already retired, we can help you make the most of what you’ve saved.
We’ll work with you to create a personalized income projection based on your savings, expenses, and desired retirement lifestyle.
Part of our planning involves managing risk and diversifying your income sources to help provide stability during uncertain times.
Absolutely. We’ll factor any part-time income into your retirement plan and help you understand how it may affect your Social Security and taxes.
Life changes — and your retirement plan should evolve with it. We recommend annual reviews to keep your strategy aligned with your goals.
Ready to Talk?
Let’s build a retirement plan that works for you.
Contact us today to schedule a no-obligation consultation.
Copyright © 2025 Kershaw Retirement Solutions - All Rights Reserved.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.