Pre-Retirement You are now in the full swing of work and family life and you will want our Pre-Retirement plan. You are in your highest earning years, from age 45-65, and it is crucial to carefully coordinate advisors. There’s typically a 15-20 year gap until children leave their parents’ payroll, so we’ll include a checklist for the next decade-plus to help you secure retirement while wrapping up the parenting stage. You will also have a centralized place to safely and securely store your account and documents online through our complimentary software.The Pre-Retirement package includes an initial in-person planning meeting, a customized financial plan with tailored educational meetings, and one year of follow-up services. Services provided include:Discussion of your financial prioritiesStatement of assets and liabilitiesDebt reviewEmergency savings analysisEmployee benefits reviewSaving and spending analysisHealthcare reviewMajor purchase analysisIncome protection analysisSurvivor needs analysisLife expectancy calculatorLong-term care analysisPre-Retirement cash flow reviewPost-retirement cash flow reviewReview of retirement assetsInvestment allocation planIncome tax reviewAction checklistOption add-ons for this package include: Education funding review (funding options, college expense report, gifting options)Estate planning reviewCharitable gifting planGet started now! Fill out the simple form and one of our qualified advisors will contact you. Request Appointment Name Email Address Phone Question Thank you! Oops!