Why you need a financial planner NOW, more than ever! Our 6-step Approach to Retirement Class
Touching on 6 topics that are impacting for retirement, including Life Planning, Income Planning, Social Security,
Investment Planning, Healthcare, Tax Planning Strategies and Estate Planning Strategies.
- Define retirement and what's important to you
- Risk Mitigation
- Realistically estimate your income and expenses
- 3 strategies for creating an income that lasts a lifetime
- Understand your distribution options
- Costly Social Security mistakes and how to avoid them
- IRA vs Roth IRA: Can you convert? Should you?
- Reduce expenses and preserve the value of your estate
- Have you looked ahead to what Healthcare will cost and how you will pay for it?
- Estate planning strategies
- And much more...tailored to you!
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.