WORKMAN RETIREMENT PLANNING, LLC

150 St. Andrews Court, Suite 500
Mankato, MN 56001

Phone:

(507) 625-4133 or (800) 326-5576

Fax:

(507) 625-4136

E-mail:

Calculators

You can review interesting calculators on my site.

Please feel free to contact us with any questions.

We have interesting videos for you to watch on my site.

Tony Workman, CFP®

• 40 years of experience in financial services

• Certified Financial Planner™ since 1994

• Certified Fund Specialist (CFS®)

• Certified Senior Advisor (CSA®)

• Certified Annuity Specialist (CAS®)

Named Five Star Wealth Manager 2015-2025

Retirement and Income Planning Specialist

Considering some important issues now could provide more options in the event of early retirement.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Estimate the future value of your current savings.

How much life insurance would you need to produce a sufficient income stream for your family?

How Long Will Your Funds Last?

Knowing your likely life expectancy is an important factor in making long-term financial plans.