FIVE CHECK POINTS OF RETIREMENT
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EDUCATIONAL MATERIAL

Welcome to Gosline Retirement Planning

Gosline Retirement Planning is a comprehensive financial services firm that helps Maine’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.

We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.

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Gosline Retirement Planning

We Help Clients Retire Confidently

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Five Check Points of Retirement

Checkpoint 1: Income Planning
  • We’ll plan and help create strong and predictable income which is the foundation of a comfortable lifestyle.

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Checkpoint 2: Wealth Management
  • Our investment planning is based on a philosophy of controlling for volatility and eliminating unnecessary fees.

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Checkpoint 3: Understanding Taxation
  • We’ll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner.

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Checkpoint 4: Medicare & Long-Term Care
  • The costs of healthcare are rising and will be part of your life both pre-retirement and post-retirement. We’ll plan for and address these costs.

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Checkpoint 5: Legacy & Estate Planning
  • Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.

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Read Our Latest Guide

Market Volatility In the New Age
Don’t Let a Health Crisis Become a Wealth Crisis for Your Retirement

Planning for retirement is never a “set it and forget it” activity: There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. There’s no way to predict everything that will cause market downturns, but you can prepare yourself by having a solid financial plan in place.

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