3 Key Goals for Building a Retirement Income Plan

Building a secure income plan — including an investing strategy and a withdrawal strategy — is easier if you identify your main objectives first.

(Image credit: ©John Lund/Blend Images LLC)

During your working years — the accumulation phase of your investing life — the path is pretty clear.

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Philip Detlefs, Investment Adviser Representative
Investment Adviser Representative, Investment Management Group

Philip Detlefs is an Investment Adviser Representative with Investment Management Group. He has passed the Series 7, 63 and 66 securities exams and is a licensed insurance professional. He has a bachelor's degree in finance and marketing at Florida State University. He is married and has three children, Olivia, Harry and Hutch.