Customized Financial Planning for Pre-Retirement Years
Those who are in the full swing of work and family life will want to purchase our Pre-Retirement plan package. These are often the highest earning years, from age 45 to 65, and so it is crucial to carefully coordinate advisers. There’s typically a 15-20 year gap until children leave their parents’ payroll, so we’ll include a checklist for the next decade-plus to help these clients secure retirement while wrapping up the parenting stage. We will also help clients centralize all accounts and financial documents in our eMoney software.
The Pre-Retirement package includes an initial in-person planning meeting, a customized financial plan and checklist, and one year of follow-up services.
Package Fee: $1,000
Services provided include:
- Discussion of your financial priorities
- Statement of assets and liabilities
- Debt review
- Employee benefits review
- Emergency savings review
- Saving & spending analysis
- Major purchase review
- Healthcare review
- Income protection analysis
- Survivor needs analysis
- Life expectancy calculator
- Long-term care analysis
- Pre-retirement cash flow review
- Post-retirement cash flow review
- Review of retirement assets
- Investment allocation plan
- Income tax review
- Action checklist
Optional add-ons for this package include:
- Education funding review (funding options, college expense report, gifting options): $300
- Estate planning review: $1,000
- Charitable gifting plan: $400
One of our highly qualified advisors will work closely with the client in-person or over the phone to develop a plan that is realistic, fits your needs and lifestyle, and clearly lays out your financial goals and recommended courses of action to meet them. The plan is yours to take with you and reference as needed as you work toward your financial dreams. As a fiduciary, we ensure complete transparency and hold the responsibility to always act in the client’s best interest.
Purchase a plan for yourself, or buy for a family member or friend.
I'd like to purchase the "Pre-Retirement" package!
Fill out the form below or email email@example.com and one of our qualified advisors will contact you to get started!