Michael Owens
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What I Do
I help individuals make the transition from their work life to their retirement life. As you get closer to retirement, you will have to make some of the most important financial decisions of your life. Most of these do not get a do-over. My goal is to help you get the most out of your retirement assets. This includes finding reliable sources of income, long term care benefits, and determining how much of your assets should be in the stock market. There is a lot to do to make sure you have a happy and healthy retirement. It all starts with having a plan. We use advanced financial tools that will help you understand your retirement income so you will know where the gaps are. We need to identify the risks you will face during retirement so that we can plan for them. This process will help you to do the following: • Know how much money you will need to withdraw from your retirement accounts. • How to decide when to collect your Social Security benefits. • Choose your Medicare benefits plan. • Plan and budget for long term care expenses. • Reduce or remove as much risk off of your retirement table as possible. • Know what to do with your 401k and IRA accounts before and after you retire. |
To learn more, please call me at 252-215-9095 or email me at mowens@cfsgroup-nc.com.
Michael Owens is a Chartered Retirement Plans Specialist.
Carolina Financial Services Group is a Registered Investment Advisor in North Carolina.
Carolina Financial Services Group is a Registered Investment Advisor in North Carolina.