Retirement Roadmap
Scure Your Financial Future
At Nature Coast Capital, we have a process for building a financial strategy that gives you a firm foundation for pursuing your goals. We’ll provide a tactful and comprehensive financial strategy just for you.
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using the Nature Coast Capital plan, we’ll examine your current financial situation and determine your retirement needs.
Plan
Receive a custom strategy to help you reach your unique retirement goals.
Nature Retirement Roadmap
Our experienced team of professionals will help ensure you receive top-tier service with a plan tailored to your retirement goals. Our team works diligently to help you feel confident knowing our plan will not only get you retired, but stay retired.
Income Planning
Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.
- Social Security maximization
- Income and expense analysis
- Inflation, spousal and longevity plan
- Retirement income strategies
- Annuities
- IRA rollovers
- 401(k) rollovers (from current and previous employers) strategies
Investment Planning
We’ll talk risk tolerance, portfolio fees (and how we may be able to reduce them), volatility control and our comprehensive money management approach.
- Market volatility protection
- Assessing your risk tolerance
- Adjusting your portfolio to reduce fees wherever possible
- Wealth management
Tax Planning
We’ll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your financial plan.
- Strategizing ways to include tax-deferred or tax-free money in your plan
Healthcare Planning
We’ll look at Medicare, Parts A, B and D, and long-term care options in order to address rising Healthcare costs.
- Long-term care strategies
- Life insurance
- Plan for protecting against climbing Healthcare costs and long-term care needs
Legacy Planning
Together, with qualified professionals, we’ll create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
- Create a plan to help your beneficiaries reduce or avoid probate
- Maximize opportunities to reduce estate tax burdens
- Trusts
- Charitable giving
- Estate planning
Ready For The Next Step?
Start Your Investment Planning Discussion!
