Broker Check


Client Centered

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. 

Client Centered

Services provided include:

  • Discussion of your financial priorities
  • Statement of assets and liabilities
  • Debt review
  • Emergency savings analysis
  • Employee benefits review
  • Saving and spending analysis
  • Healthcare review
  • Major purchase analysis
  • Income protection analysis
  • Survivor needs analysis
  • Life expectancy calculator
  • Long-term care analysis
  • Pre-Retirement cash flow review
  • Post-retirement cash flow review
  • Review of retirement assets
  • Investment allocation plan
  • Income tax review
  • Action checklist

Option add-ons for this package include: 

  • Education funding review (funding options, college expense report, gifting options)
  • Estate planning review
  • Charitable gifting plan

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

Request Appointment

Thank you! Oops!