Plan For the Future Today 1

Financial Advisers Explore a Variety of Retirement Planning Options You Can Choose from Now as Look Forward to Retirement

It’s simple—John Kane and Kevin McDermott created Delphi Wealth Management to serve clients better.

Their unique talent is keeping a balance between the latest technologies and the time-honored tradition of white-glove service. They strive to improve the lives of those in their community by providing financial guidance and staying involved with local organizations to support those in need. John and Kevin are as interested in reviewing your latest statements as they are in seeing your vacation photos. Your investment preferences and goals should be the basis of your unique financial plan, whether you’re looking toward retirement, planning for your children’s future, or focusing on intergenerational wealth management.

Wealth management is more than just investment advice, as it can encompass all parts of your financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family’s current and future needs.

Financial fitness tips to get you started on the path to a healthy financial future:

1. While financial markets are near all-time highs, consider rebalancing your portfolio.

2. Ask about Roth conversions while income tax rates are at one of the lowest levels in U.S. history.

3. Look at qualified charitable distributions (QCD) if you are over age 70.5 for your Required Minimum Distribution (RMD) to reduce your tax burden.

4. Work with a trusted adviser. Don’t spend more time planning your next vacation than planning your future retirement!

Kevin McDermott and John Kane are registered representatives of Lincoln Financial Advisors Securities and advisory services offered through Lincoln Financial Advisors a broker/dealer (Member SIPC) and a registered investment adviser. Insurance offered through Lincoln affiliates and other fine companies. Delphi Wealth Management Group is not an affiliate of Lincoln Financial Advisors. CRN-2648443-071819