Retirement Reviews are designed to help you:

  1. EXPLORE your plans for retirement

  2. UNDERSTAND your current situation

  3. IDENTIFY opportunities and strategies to help you maximize your financial resources

  4. GAIN confidence because you have a financial plan in place to help you reach your goals.


All of the above sounds wonderful - but you want specifics!  What's included?

The Retirement Review is a thorough, one time project.  It includes:

  • Time to think, talk and put your retirement ideas down on paper.
  • Creation of spending plans designed for the things, experiences and legacies that are important to you.
  • An investment analysis that identifies opportunities for cost savings and tax efficiency.
  • Specific recommendations for a balanced portfolio that matches your risk tolerance.
  • Income Tax planning that looks for savings today and in the future.
  • Retirement Income planning including Social Security claiming strategies.
  • Insurance reviews and Estate Planning

 Fees for this service range from $2,000 to $5,000.

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