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.
Schedule Your Complimentary, No-Obligation Financial Review.
Five Checkpoints of Retirement
Checkpoint 1: Income Planning
- We’ll plan and help create strong and predictable income that is the foundation of a comfortable lifestyle.
Checkpoint 2: Wealth Management
- Our investment planning is based on a philosophy of controlling for volatility and eliminating unnecessary fees.
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.
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.
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.
Read Our Latest Guide
5 Steps To Successful Retirement Planning
Five key areas of retirement planning
Income Planning, Investing, Taxes, Estate/Legacy Planning, and Healthcare. These are the building blocks of any solid retirement plan, and this guide will detail each one. Whether 2021 is the year when you retire or not, it’s the year to create a truly comprehensive retirement plan that addresses each of these areas.