Retirement Income Planning

Develop Your Retirement Plan With Knowledgeable Professionals

 Partner with us

Retirement income planning can be stressful and overwhelming to figure out on your own. Fortunately, the professionals at Gasaway Investment Advisors can help you create a comprehensive plan for your future. We offer retirement planning services in Kalamazoo, MI and the surrounding areas.

Our team will work with you closely to help you toward your financial goals. No matter what you’re looking to accomplish, we’ll provide you with the support and guidance you need to plan for a comfortable and happy future. Contact us now for more details about our retirement planning services.

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 Distribution Planning

Our advisors will work together with you to figure out the best way to distribute your money. We’ll consider your unique financial situation and long-term goals to develop convenient solutions based on your needs.

 Rollover Assistance

It doesn’t have to be a hassle to manage the different accounts included in your overall retirement plan. We’ll walk you through the process of transferring funds and consolidating accounts to make it as simple as possible. Our retirement income planning advisors will help you every step of the way.

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 Government Benefit Maximization

Maximizing your government benefits can provide you with additional financial support in your retirement. With the help of our advisors, you can figure out the best opportunities to use the government benefits promised to you. From planning when to draw Social Security to choosing the right enrollment time for Medicare, we can help you get the most value out of your benefits.

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Outside Account Management

Do you have outside retirement accounts that you need assistance with and are not sure how to invest, or even what you are invested in?

401(k)s, 403(b)s, and Personal Accounts

We connect across hundreds of financial institutions

401(k)s, 403(b)s, and Personal Accounts

We connect across hundreds of financial institutions

Then take advantage of our platform which provides comprehensive, personalized asset allocation and active management strategies by talking with one of our advisors. We provide a range of benefits that allow us to manage all your accounts seamlessly, making it easier for you.

Proactive Management

This enables us to actively manage trades in your external accounts. We provide monthly rebalancing to maintain your desired asset allocation, while also monitoring the funds to ensure they remain high-quality investments.

A Refined Strategy

We can provide a comprehensive investment strategy designed to help you achieve your financial goals, while enabling us to diversify your assets across both your current and external accounts.

Commitment to Client Protection

Our system adheres to bank-level encryption standards and secure client-permissioned account management, ensuring that client credentials are never shared with advisors.

Risk Management

Our approach enables us to diversify risk across multiple accounts in a tax-efficient manner, which could help optimize your portfolio's stability and growth potential.