employees_who_work_with_a_lot_of_documents_searching_for_documents_accounting_for_income_expenses_tax_records_and_hard_work

1. Review Your Resources

  • Social Security
  • 401(k)/IRA
  • Pension
  • Savings
  • Inheritance
close-up-shot-red-darts-arrows-in-the-target-center-on-dark-blue-sky-background-business-target-or-goal-success-and-winner-concept

2. Set Your Goals

  • Retire
  • Lifestyle
    • Activities
    • Travel
    • Time w/family
    • Relocate
    • Bucket List
  • Who will receive my assets after I pass
close up of professionals writing on a notebook

3. Questions/Decisions

  • When to retire
  • How much can I spend each month
  • Will I have enough
  • Do I want/need to help family (parents/children)
  • How do I set up my investments
  • When Do I take Social Security
  • Who will be my Power of Attorney for assets and health
writing down notes

4. Your “Retirement Plan”

  • Location of Retirement Assets
    • IRA/401(k)/Roth IRA/Pension/Annuity
  • Changes made to retirement resources
    • Actual investments made to create your “Retirement Check”
  • When to turn on Social Security
  • Dollars to spend each month
  • Will/Trust/Powers of Attorney
top-view-hands-calculators-data

5. Monitoring Over Time

  • Tactical changes to investments
  • Has the market required changes to my investments
  • Tax Planning

Leverage our experience and knowledge to build a sound plan.

Contact Us