Retirement Appraisal
Think you’re ready to retire, but want to make sure? Concerned about maximizing Social Security? Have an early retirement package you just don’t know if you should take? Not sure what expenses will be when you retire? This two-hour consultation may be just what you need. It is ideal for those that don’t want the conflicts in commission based planning and do not want the expense of a complete written plan. Your planning session is with a Certified Financial Planner® professional. You’ll have 2 hours to focus on your unique situation and identify the probability of reaching your goals.
Before your session you will be given access to your secure personal financial dashboard where you have the opportunity to tell more about your situation and upload helpful documents to a secure on-line storage vault. When you have finished capturing relevant details we'll sit down and build a picture of where you are and some options for moving forward.
After your session, you’ll have a clear picture of your financial situation and a framework for moving forward. You will continue to have access to your on-line dashboard for six months, giving you the ability to run additional scenarios and print reports.
