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BABY BOOMERS

Social Security Planning, maximizing your lifetime social security benefits is step one in determining guaranteed income requirements.

Long term care planning—customizing the right plan for your personal needs, budget, risk tolerance, and estate planning.

Determining guaranteed income needs by setting up a household retirement budget; then utilizing the most appropriate vehicle to deliver a lifetime of income without annuitizing, while continuing to have access to your money.

Total income in retirement planning. We’ll calculate what is needed beyond social security and pensions to cover the must-haves, then, find the right product for your age, time frame, risk tolerance, personal needs, and long term goals.

Give us a call at (513) 604-6657 or Contact Us today to discuss your retirement options!

   
         
Planning_Millennials   Baby Boomers   Planning_Retirement
         
 
        

    ABOUT NORM FALICK 
Norm Falick    Norm Falick has been a real estate broker and
founder of Camargo Realty, business owner and
founder of Prographics Printing, Series 7 Financial
Advisor at Merrill Lynch, and has been planning
retirements for over 20 years.


   

CONTACT INFO 
11999 Timberlake Drive
Cincinnati, OH 45249
Phone: (513) 604-6657
norm@retirementisaboutincome.com
 
 

 
 
 
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