Comprehensive Retirement Planning
Why: To help you (and us) make an informed decision about working together.
What: A free retirement assessment. We will show you step-by-step how you can improve your retirement success before paying us a single dollar.
Who: Diligent savers over age 50 who have accumulated investments & retirement assets of $500,000 or more.
1. MEET WITH US
Begin with a 20 minute phone call to discuss our process.
2. GET TO KNOW YOU
Meeting to discuss your personal, professional, and retirement goals.
3. ONE-PAGE PLAN
Let us develop a free one-page plan for you that clearly identifies your way forward.
4. GET ORGANIZED
Work together to help you get your financial life organized.
5. IMPLEMENT PLAN
Implement the changes necessary for your retirement plan.
6. REVIEW THE PROGRESS
Meet regularly to adjust the plan as your life evolves.
Our On-going Retirement Program Includes:
- A wealth management and planning strategy that is built around your specific values and goals to put you on the right path
- Tax preparation and filing of your annual tax returns
- Creation of your basic estate planning documents (wills and powers of attorney)
- Quarterly meetings (or as needed) to monitor, adjust, and adapt your strategy as life evolves
- Unlimited advisor access – via email, phone, in-person, or virtually
- Simple and secure online access to all your information