Retirement Planning 2017-05-22T01:25:29+00:00

Retirement Planning

A comfortable Retirement isn’t just a goal, but a destination. Unfortunately, without deliberate and careful planning, most retirees never reach that destination. Planning for retirement is a complex undertaking where the decisions you make today can have a substantial impact on your future retirement. Decisions regarding Social Security Optimization, Long Term Care Insurance needs or Medicare Supplements to address the issue of health care costs are just a few of the issues that need to be addressed.

We Can Advise you on:

  • Retirement Needs Analysis
  • Income Generation for Retirement
  • When & How to claim Social Security Benefits
  • Medicare Deadlines & Medicare Supplement Plans
  • Long Term Care & Elder Care Options
  • Required Minimum Distributions (RMDs)

At The Liberty Group, our planning and expert advice can help make retirement a smooth transition, here all major issues have been addressed, and plans in place to minimize unforeseen incidents.

retirement planning


Depending on financial goals, some advisors may not be suitable to handle your objectives. Working with the wrong advisor can limit your access to other professionals, products, and services, increase your risk of you accomplishing your goals; which is sure to complicate matters opposed to simplifying them.

“Thorough Knowledge Empowers Sound Counsel” is a belief that Will Thomas integrates into the work he provides for his clients. As a Certified Financial Planner (known as the Gold Standard of Financial Planners), Certified Investment Management Analyst and Certified Trust and Financial Advisor, Will Thomas III, CFP® CIMA®, CTFA is able to provide the highest quality of financial planning advice & expertise to his clients.

With so many advisors to choose from, let Will Thomas & the Liberty Group narrow your search for a financial advisor down to one Advisor in Washington DC.

Contact Us Today!