Optimize Your Retirement Income

A Guide to Maximizing Cash Flow and Minimizing Taxes to Make the Most of Your Post-Working Years

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You saved. Now, you need a strategy.

Whether you’re already in retirement or approaching the start of your retirement years—congratulations! You’ve worked hard for decades; you deserve this time to pursue the things that matter most to you.

But for all the excitement and celebration around retirement, it is also a time of uncertainty and sometimes even anxiety. Saving for retirement was one thing, but now comes the responsibility of figuring out how to optimally generate your retirement income, so you can make the most of your savings.

You’ve come to the right place.

In this guide, you’ll learn the actionable steps you can take to set yourself up for success and reach your retirement goals, whether that means traveling with your partner, buying a second home, funding your grandchildren’s education, or even leaving a legacy for your loved ones or cherished causes.

Specifically, we’ll cover:

  • Setting your retirement vision
  • (Accurately) determining your retirement expenses
  • Inventorying your income sources
  • Creating your cash flow strategy
  • The tricky variables that can affect your benefits and spending power
  • Minimizing your taxes



About Level Financial Advisors

Since 1979, we've helped high-net-worth individuals in the greater Buffalo area retire with dignity, achieve their financial goals, manage their wealth, minimize taxes, and leave a legacy. Unlike most financial advisors, our CERTIFIED FINANCIAL PLANNER™ professionals are fiduciaries in the truest sense. We aren’t compensated for the products we sell, and we don’t work on commission, so you can be confident our advice is in service of your goals—not our bottom line.