RETIREMENT REVIEWS

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.