We will provide you with a comprehensive plan for enhancing your retirement income developed using our proprietary retirement-planning tools. Whether or not you decide to work with us, you’ll walk away with a plan of action tailored to your specific situation and retirement needs.
Centralize important documents and information for your family and loved ones through our Essential Family Preparedness Workbook. This document will be a critical resource in the event of an emergency or major life event.
To ensure that our meeting is as beneficial as possible, be sure to download our monthly spending sheet and follow these simple steps:
How do you envision your retirement: How do you expect to spend your retirement savings? Do you have a spouse or dependents you want to provide with an inheritance? Are you prepared to retire now, or would you prefer to keep working for a few more years?
What assets, sources of income, debts and liabilities do you have? It’s helpful to bring your latest statements from your 401(k), IRA, pension or other investments and also social security projections with you to your consultation.
How much do you currently spend, on average. Using a monthly spending sheet is a great way to make sure you don’t forget anything important.
Are you married? Make your spouse part of the process, and be sure to account for your spouse’s income and retirement plan. It’s important to bring your spouse to the consultation, too.
Referrals from our clients have proven to be essential in identifying individuals who are in need of retirement planning. Please take a moment to download our client referral form.