RETIREMENT PLANNING

From Taxes to Retirement, Let our Family Guide Yours. ®

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Make the right choices in retirement.

Have you completed your retirement checklist?


If you are retired or are retiring soon, you need a comprehensive plan. The full team of experts at CSI Group work as a team to make sure every aspect of your retirement plan is covered.


Every choice that affects you and your family will have a proper plan, and you can sleep at night knowing you made the right choices. 

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ESTATE PLAN

The proper estate plan is integral when approaching retirement. It's time to think about planning for your Wills, Power of Attorney, Nursing home planning, taxes after you pass, and planning with Trusts as a tool.

TAXES

Proper tax planning can make or break a retirement plan. After all, it's not what you make, it's what you keep. CSI Group will deploy the proper tax plan for you so you can keep more of what's yours.

INCOME

Do you have a plan for what your income sources should be during retirement? Should they come from Social Security first, or your investments first? CSI Group can assist you in this decision process.

 INVESTING

You worked your whole life for your nest egg. CSI Group can help you find the right investments that are  safe, accomplish your goals, and work with your estate, tax, and income plan.

Have you completed your retirement checklist?

Some retirees overlook planning and significantly shortchange themselves in retirement. It is extremely important to complete your retirement checklist if you want to maximize funds in retirement, and plan properly for you and your family.


The CSI Group has a team of Certified Public Accountants, IRS Enrolled Agents, Certified Financial Planners, Registered Investment Advisors, Tax Attorneys, and Insurance Professionals, with decades of experience, to make sure you are making the right choices.

  • When should you take Social Security?
  • Will my money last?
  • Have you planned your will?
  • Do you have a living will & health care proxy?
  • Who will be your Power of Attorney?
  • Have you considered a Trust?
  • Do you have Long Term Care Insurance?
  • How can I pay the last taxes in retirement?
  • Is there a plan for my spouse if I die?
  • PENSIONS: Do I take a lump sum payout or annuity option?
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