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 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.