"Will I have enough to retire?"
This is the most common question we hear from new clients, and we've developed a in-depth retirement review to walk you through the process of retirement planning. We want to make sure that you don't miss anything before heading into retirement. You need to have a rock solid plan so you know exactly what you need to do, and when you need to do it.
In order to analyze your retirement savings and come up with a plan to make sure you don't run out of money in retirement, we look at a number of different factors. First, we'll want to take a look at your current financial situation - where you are on the retirement readiness timeline.
How Close are You to Retirement Readiness?
- What are your current assets and investments?
- Do you have a will or estate plan?
- Do you own a home or rental property?
- What are your main goals for retirement?
For couples who are already starting to think about retirement, this is a good overview of how to discuss and manage the challenges you will face when retiring. Don't go into retirement without a plan!
There are a lot of different factors that go into retirement planning, but our job is to make this complicated stuff easy for you. After all, you don’t need to be an expert; you just need to hire an expert.
How Our Retirement Readiness Reviews Work
When you come in for our meeting, we will ask you to bring in some things for us to look over:
- Bank statements
- Investment account statements
- Last year’s tax return
- Any other documents you think are important
Before our meeting, we will look at all of the information you’ve given us and run an analysis of your assets and financial goals.
During our meeting, we will analyze your current financial situation, discuss our recommendations, and answer any questions you might have about retirement. Every situation is different, but here are some common questions we run through with pre-retirees:
|Cashflow and Budgeting||
|Health Care Costs||
|Managing the "Bridge Years"||
Planning for retirement is one of the most important and complex financial decisions you will ever face. Let us take some of the stress out of the process and help you navigate these questions. We know the pitfalls to avoid and the strategies to make the right choices, and we can give you experienced, impartial advice for a flat fee.
After our meeting, you'll be armed with a retirement action plan. We'll help you through every step of the process to make sure you are making the right decisions, and if you ever have any questions, we'll be there to pick up the phone. Our job is to make sure you have everything you need to live the life you want. Your job is to live it.
Want to find out if you're ready to retire?