Near or Entering Retirement

$4,300*
  • Benefits

    • Clear picture giving you confidence and peace of mind
    • Goals all in one place, quantified
    • Accountability to help measure success and progress
    • Financial empowerment
    • Improved communication around money
    • Conflict free second opinion
    • Worst case scenario modeling, including “what if” answers
    • Customized investment recommendations
    • Benchmark(s) to track progress

  • What's covered

    • Holistic Financial Plan.
    • A look at all aspects of your financial life.
    • Cash flow and saving assessment
    • Debt strategies
    • Rent vs. buy
    • Investment portfolio: analysis and detailed recommendations
    • Insurance coverage review
    • How much and where to save for retirement
    • When to take social security
    • How much to withdraw from investment portfolio
    • Income tax savings ideas and strategies
    • Estate plan review, including family and charitable gifting ideas

  • What's included

    • Assistance with implementation  of recommendations
    • 30 days free advice  (via phone/email)
    • Free Questions for 12 months
    • 6-month check up session
    • Tools
    • Ideas

  • Get Started

    • Contact us today to get your questions answered

*Normal Complexity