Retirement 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 will 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. Services provided include:Discussion of your financial prioritiesRetirement date discussionStatement of assets and liabilitiesDebt reviewEmergency savings analysisEmployee Benefits reviewSaving and spending analysisHealthcare reviewMajor purchase analysisSurvivor needs analysisLife expectancy calculatorLong-term care analysisSocial security benefits reviewPension review (if applicable)Post-retirement cash flow reviewReview of retirement assetsInvestment allocation planIncome tax reviewAction checklistOptional add-ons for this package include:Charitable gifting planLegacy gifting planEstate planning review Get started now! Fill out the simple form below and one of our qualified advisors will contact you. Request Appointment Name Email Address Phone Question Thank you! Oops!