Retirement Planning

We can help you protect your savings, create reliable income, and prepare for the future. 

Planning for a Secure Retirement

See our list of comprehensive retirement planning services with Lebenthal Global Advisors.

Could your tax bill in retirement be larger than you think?

Retirement Tax Calculator

Taxes can play a significant role in retirement. After all, they determine how much of your hard-earned savings you get to keep – and how much you send to the IRS. But if you’re like many savers, you may not know the total amount of taxes you could potentially pay. I believe information is critical to making informed decisions about retirement.

Once you’ve seen your bill, let’s talk.


There may be ways I can help improve those numbers – so you can keep more of the money you’ve worked so hard to save. Connect with me by clicking here to schedule a call. I’m happy to help.

Our Retirement Planning Process

Planning for retirement can feel overwhelming, which is why our team at Lebenthal Global Advisors, LLC uses a simple, three step process to help you build a strong retirement plan.

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1

Understand Your Current Picture & Future Goals

We start by meeting with you to learn about the assets, savings, and investments you already have in place. We also discuss your financial goals—both before and after retirement—so we clearly understand the life you want to build.

2

Build a Personalized Financial Strategy

Next, we assess all your available financial planning options and craft a set of customized recommendations designed to help you reach your goals. Every plan we create is tailored to your unique situation, risk comfort, and long-term vision.

3

Implement & Actively Manage Your Plan

Once you agree on your financial plan, our team puts it into action and continues to monitor and manage it over time. We adjust as needed and stay by your side to help keep you on track for long-term success.

Let’s Talk About Your Future

When it comes to financial planning for retirement, it's about more than just saving a lump sum — it's about preparing for the lifestyle you envision and the unexpected challenges that could arise. The process requires us to thoughtfully estimate your future expenses, including housing, healthcare, and long-term care. It's also wise to factor in inflation, longevity risk, and the potential need for supplemental insurance options. There is a lot to consider and account for, and that is why we are here to help.

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See a list of comprehensive retirement planning services

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Retirement Planning Options

Building a Multi-Source Retirement Strategy

Explore smart strategies to create a well-rounded retirement income plan that blends savings, insurance, and guaranteed sources to help you stay financially resilient for the long term.

Annuities

Discover how annuities can provide reliable, guaranteed income for life to help fill the gap left by pensions and Social Security, strengthening your overall retirement strategy.