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Eye on Retirement
Have you been saving for retirement, without much thought about how you will actually retire? While many things can change for younger adults, those within 10 or 15 years of retirement are generally more certain of their lifestyle expenses and goals for later life. They also have the luxury of time to make changes that will improve their lifestyle later on, if they so choose.
This package is for those seeking a realistic idea of what their finances may afford upon retirement, as well as recommendations on what they can do to make the most of their final working years. Since investments are critical to virtually everyone’s retirement, we include investment analysis in this package.
Don’t retire from something, retire to the life you’ve envisioned!
Services:
- Three hypothetical retirement cash flow scenarios
- Review & analysis of existing investment accounts
- Risk tolerance assessment(s)
- Asset allocation / investment recommendations
- Estate planning recommendations
Approximate Planner Hours/Fee: 15 / $2,250