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Client Centered

With the children grown, career behind you, and retirement lifestyle  likely already defined, it's time to purchase our Retirement Plan. Generally 60 years or older, common life events we'll help clients plan for include, maximizing Social Security, enrolling in Medicare, estate planning, or taking care of other family members at home, whether a boomerang child or older parent. Many clients may also want help avoiding retirement mistakes they watched their parents make, and this plan will address that as well. 

Those purchasing this plan might also want to complete the circle by purchasing a Just Gettin' Started, Gettin' Hitched, or Growing Family plan for a child or grandchild.

The Retirement package includes an initial in-person planning meeting, a customized financial plan with tailored educational meetings, and one year of follow- up services. 

Client Centered

Services provided include:

  • Discussion of your financial priorities
  • Retirement date discussion
  • Statement of assets and liabilities
  • Debt review
  • Emergency savings analysis
  • Employee Benefits review
  • Saving and spending analysis
  • Healthcare review
  • Major purchase analysis
  • Survivor needs analysis
  • Life expectancy calculator
  • Long-term care analysis
  • Social security benefits review
  • Pension review (if applicable)
  • Post-retirement cash flow review
  • Review of retirement assets
  • Investment allocation plan
  • Income tax review
  • Action checklist

Optional add-ons for this package include:

  • Charitable gifting plan
  • Legacy gifting plan
  • Estate planning review 

Get started now! Fill out the simple form below and one of our qualified advisors will contact you.

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