More in depth than the Retirement Readiness Assessment. We will partner with you to take a more in-depth look at the steps needed to efficiently and effectively replace your income.

  • This program is designed to help you:
  • Determine how to take a lump sum and turn it into a regular paycheck
  • Get the most out of Uncle Sam with smart Social Security claiming strategies
  • What steps can you take to reduce the taxes you pay.
  • Create realistic health care projections to minimize the potential to become a burden to loved ones
  • Understand the trade-offs between current savings, working longer and future lifestyle.
  • Discover options to minimize the chance of running out of money and portfolio will not outlive you.
  • Have Peace of Mind that you’re on track to reach your goals. Studies show that individuals who have a plan tend to be better off than those that don’t.

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One of the advantages of working with a fee-only fiduciary advisor is that our advice is in your best interests and not tied to the sale of a product.

In addition to your planning session, 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.