Retirement Planning, Social Security & Debt Review
With the children grown, career behind you and retirement lifestyle likely already defined, it’s time to for our Retirement plan package. Generally 60 years or older, common life events we will help you plan for include maximizing Social Security, enrolling in Medicare, estate planning, and taking care of other family members at home. Many clients will also want help avoiding retirement mistakes they watched their parents make, and this plan will address that as well.
The Retirement package includes an initial in-person planning meeting, a customized financial plan and checklist, and one year of follow-up services.
Package Fee: $1,500
Services provided include:
- 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
Optional add-ons for this package include:
- Estate planning review: $1,000
- Charitable gifting plan: $400
- Legacy gifting plan: $500
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 "Retirement" package!
Fill out the form below or email firstname.lastname@example.org and one of our qualified advisors will contact you to get started!