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RETIREMENT PLANNING

RETIREMENT PLANNING FINANCIAL SERVICES

"I am going to retire within the next 5 years or so, and want an advisor to help me prepare for and guide me through retirement."

Our Retirement Financial Planning Services Include:

  • A free, no obligation 30 minute introductory meeting via phone or video chat (like Zoom or Google Meet) to see if we are best suited to serve you
  • 4-8 meetings per year in the first 1-2 years depending on the complexity of the situation
  • Annual reviews with semiannual or quarterly check up during following years
  • Reasonable, ongoing access to your financial planner
  • Comprehensive financial analysis of:
    • Net worth
    • Budgeting and cashflow
    • Retirement income planning and withdrawal strategies
    • Saving for college or the futures of children and grandchildren
    • Investment allocation
    • Insurance planning and risk management
    • Tax reduction planning
    • Estate planning services
  • Investment portfolio management
  • Ongoing financial planning and advisement
  • Access to financial organization and management software and tools

Based upon the complexity of your situation and the responsibilities delegated to us.
This service is best suited for individuals or families with a minimum net worth of $1 million.
Clients may choose to deduct fees for service from their investment accounts, or may pay directly.

SCHEDULE AN INTRODUCTION