Retirement Financial Planning & Consultation Services
With children now grown, careers behind, and a retirement lifestyle already envisioned, it's time to consider our Retirement plan package. Typically designed for individuals aged 60 years or older, this package encompasses various important life events, including optimizing Social Security benefits, navigating Medicare enrollment, estate planning, and providing care for other family members at home. Additionally, many clients seek assistance in avoiding retirement pitfalls they observed their parents encounter, and our plan addresses these concerns as well.
Our Professional Retirement package encompasses everything listed in our Foundations and Advanced Packages, and is specifically focused on Retirement Planning, with an initial face-to-face planning session, a personalized financial plan and checklist, and one year of ongoing follow-up services.
Professional Retirement Package
$3000 annually or $275 per month
(Initial 12-month commitment if paying monthly)
- Discussion of your financial priorities
- Retirement date discussion
- Statement of assets and liabilities
- Debt review
- Employee benefits review
- Emergency savings review
- Saving & spending analysis
- Major purchase review
- Healthcare review
- 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
Our team of experienced advisors will closely collaborate with clients, either through in-person meetings or over the phone, to create a customized retirement plan that is realistic and aligned with their specific needs and lifestyle. This comprehensive plan will clearly outline their retirement goals and provide recommended strategies to achieve them. The plan will be provided to the client, allowing them to refer to it as needed while working towards their retirement aspirations. As fiduciaries, we prioritize complete transparency and always uphold the responsibility to act in the best interest of our clients.
Whether you wish to purchase a retirement plan for yourself or as a thoughtful gift for a family member or friend, we offer flexible options to accommodate your preferences.