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Retirement Planning

To ensure you have enough money to support your lifestyle after you stop working, early retirement planning is crucial. At Bleakley Financial Group, our advisors can help you determine your income goals and develop strategies to pursue those objectives.

What Is Retirement Planning?

During the retirement planning process, an advisor will help you identify all income sources, determine future expenses, establish a savings plan, and manage assets. While future expenses are estimated, a solid plan can help determine whether you can sustain your lifestyle after you retire.

An important component of most retirement plans is 401k planning. As of 2023, if you are under 50 years of age, the law allows you to contribute up to $22,500 each year to a 401k.

Retirement Planning Services

Popular savings vehicles, such as 401k accounts and certain retirement accounts, allow workers to increase their money and take advantage of certain tax breaks. Our retirement advisors will examine your current income while estimating your future liabilities, expenses, and life expectancy. Depending on your situation, the retirement planning process may include the following: 

  • Retirement income withdrawal strategies
  • Retirement flow analysis
  • Tax strategies for maximizing social security benefits
  • Long-term care guidance
  • Roth IRA conversions

After an initial plan is established, our advisors will continually monitor it for progress and necessary revisions.

Work With Bleakley Financial Group

The best time to start planning for retirement is today. Take control of your money by contacting Bleakley Financial Group.

Ed Slott's Master Elite IRA Advisor Group

Ed Slott's Master Elite IRA Advisor Group

Joe is a member of Ed Slott's Master Elite IRA Advisor Group, a leading national exclusive group of advisors for knowledge in retirement distribution planning. Retirement planning is complicated, and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. Joe is a financial professional who believes in investing in education to help clients eliminate risk and keep more of their retirement dollars for themselves and their family.

Ed Slott's Master Elite IRA Advisor Group is a private IRA study group of professional financial advisors with extensive IRA experience who have gone to the next level to study directly with Ed Slott. Advisors in the group are dedicated to being IRA distribution specialists and have made a commitment to continue building their IRA knowledge base. Members of Ed Slott's Master Elite IRA Advisor Group train with Ed Slott and his team of IRA Specialists on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semi-annual workshops, webinars, and complete mandatory exams. Ed Slott's Master Elite IRA Advisors are equipped with up-to-date tools, education and resources to help their clients.


Ed Slott is a leading source of accurate, timely IRA and retirement account distribution knowledge and has been called "The Best" source for IRA advice by The Wall Street Journal. He is the author of The Retirement Savings Time Bomb... And How to Defuse it, Parlay Your IRA into a Family Fortune, and Your Complete Retirement Planning Road Map and is a frequent contributor to The New York Times, The Washington Post, The Wall Street Journal, Los Angeles Times, Time, Newsweek, Fortune, Forbes, Money and USA Today.

Joe Sreshta has been a member of "Ed Slott's Master Elite IRA Advisor GroupSM", sponsored by Ed Slott and Company, LLC (the "Slott Group") since February 2023. The Slott Group is a private organization and no federal or state law or regulation requires an investment advisor representative to be a member of the Slott Group. Ed Slott's Master Elite IRA Advisor Group is not a designation, it is a study group. Members of this group are not designated as experts; they are advisors that train with the Slott Group.

The Slott Group represents that it performs regular background checks on its members. To become a member of Ed Slott's Master Elite IRA Advisor Group, candidates must complete a two (2) day workshop for a fee and members are required to participate in webinars and mandatory semiannual workshops to maintain their membership. Candidates are eligible to earn continuing education credits with the American College of Financial Services ( ) or insurance credits with certain states. There are no prerequisites or advanced preparation required for this workshop and there is no examination or continuing education requirements to maintain membership with this group.

For additional information on the Slott Group or Ed Slott's Master Elite IRA Advisor Group, please visit NOTE: Websites linked are not under the control of Bleakley Financial Group, LLC and it is not responsible for, nor does it certify or endorse, the content of any linked site. Links are provided for educational and information purposes only.

Questions? Contact Joseph Sreshta, AEP®, CLU®, ChFC®, CASL®, RHU® 713.337.3200 to schedule a no obligation consultation.

Ed Slott is not affiliated with or endorsed by LPL Financial or Bleakley Financial Group.

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