Retirement Planning

Secure Your Future with a Personalized Retirement Strategy

A Plan for the Life You Deserve After Work

Retirement planning is the process of identifying your financial goals for retirement and creating a strategy to reach them. It involves reviewing your income, savings, taxes, and lifestyle goals so you can retire comfortably and confidently.

Our Retirement Planning services include:

✅ Comprehensive Retirement Needs Analysis – Know how much you'll need and when

✅ Tax-Advantaged Investment Strategies – Maximize your retirement savings with smart planning

✅ IRA & 401(k) Plan Selection and Setup – Choose and manage the right retirement accounts

✅ Social Security Timing Guidance – Understand when and how to file to get the most value

✅ Income Distribution Planning – Ensure your retirement income lasts through your lifetime

Our Services

Accounting & Implementation

Bookkeeping/Write-Up

Business Consulting

Business Entity Selection

Estate & Trust Tax Preparation

Tax Preparation & Planning

Because Retirement Should Be Enjoyed, Not Feared

Without a plan, retirement can feel uncertain or even unattainable. With rising healthcare costs, longer lifespans, and evolving tax laws, a DIY approach can leave gaps that affect your long-term security.

Professional retirement planning helps you:

• Stay on track with clear, achievable goals

• Optimize your tax outcomes year after year

• Avoid outliving your savings

• Feel confident about what’s ahead

Planning With Purpose, Not Just Numbers

At Choose Love Solutions, we go beyond projections—we listen to your goals, assess your full financial picture, and craft a plan designed for your ideal future.

We specialize in helping North Carolina professionals, military families, and business owners retire smarter, not harder. With personalized tax strategies and retirement planning expertise, we help turn dreams into timelines—and fears into confidence.