Retirement in Reach
Congratulations! You see the finish line after decades of hard work. Now, how do you make sure your nest egg lasts your lifetime?
Included in your plan:
- 1 Hour data gathering and goal setting meeting.
- Monte Carlo based simulation to determine your annual retirement savings budget for various retirement ages and scenarios.
- Analysis of how part time work in retirement can affect your financial success.
- Examination of your investments to include quality, diversification, and cost across all of your accounts.
- Recommendations for transitioning from a growth to income oriented investment portfolio.
- Social Security and/or Pension analysis to help decide when to take benefits.
- 90-minute plan presentation.
- 1 follow up meeting for help with plan implementation.
- 1 year of planner availability by phone for questions.
Cost: $3,000* Annual retainer for ongoing advice is available.
*Pricing subject to increase depending on complexity of planning goals. You will get a fixed quote for your personal plan before we start work.