Would you like your own Retirement Roadmap designed by a Fiduciary?
For $990 your personalized Retirement Roadmap includes:
Social Security Maximization- This review will help us design the best strategy for filing social security benefits. We take into account, life expectancy, spousal benefits, other potential income in retirement and the impact of taxes. We also build into this report projected health care expenses including medicare (applicable parts to your scenario) as well as medicare supplement estimates.
Color of money risk analysis- This report provides you with a personalized analysis of how much risk you should have in your retirement savings. Many pre-retirees we see are very exposed to risk and are unaware just how risky their investments are. We use this report as a baseline for recommendations on the potential to rebalance riskier assets to potentially safer or secure alternatives that can assist in providing the highest amount of income for retirement.
Retirement Income Tax Forecaster- By projecting the impact of taxes on your retirement income we can plan for actual 'net' income more accurately. This report also takes into account the potential effect of the additional taxation that can come from Social Security income and can guide us in a direction to potentially minimize this with the goal of increasing potential income for your retirement.
Retirement Income Compass- This report combines all aspects of our review into one comprehensive but easy to read forecast for potential income for retirement. Along with the integration of our SS maximization strategy and our risk analysis, this report also provides income tax projections so you will have a clearer idea of what you likely will have after expenses in retirement.
Here's what to expect:
An initial consultation with 3 subsequent appointments to create plan
After plan implementation annual/semi-annual plan review