Most people hope to retire someday, but don’t know if it’s possible and what kind of lifestyle they should expect. They have many questions, lots of un-certainty and maybe even fear. Our RETIREMENT READINESS CHECK-UP is designed to answer that question and to give you the specific action steps to make retirement under your terms possible. This is an ideal service for people 7-15 years away from their hoped-for retirement date (whether that’s age 67, 62 or earlier).
If you’re on course to retire at the age you hoped (age 65 for example), we’ll tell you that and what you need to do to meet this goal and what could derail your plans. If, on the other hand, you are not on course to retire at the age you hoped for, say age 62, we’ll tell you that,too. But we won’t leave you hanging there with a simple “not possible” conclusion. We’ll show you what you can do to retire as soon as possible if that’s what you want.The benefit to you is increased peace of mind because the scary unknown is now known. You’ll also have specific action steps to take or avoid so you have confidence that you can retire when and under the conditions you want.
Work with us to build a Roadmap to Guide You on Your Way to Retirement Peace of Mind!
The cost for a RETIREMENT READINESS CHECK-UP varies based on your situation and is usually between $3,500 and $5,000. Working on a fee-only basis eliminates most of the conflicts of interest that arise when financial advisors need to sell products to get paid. If your situation is very complicated, we will charge you more, but you’ll know that before you commit to working with us. What if you knew what you needed to do to turn your retirement wishes into reality? How would you feel, if instead of guessing or hoping about retirement, you knew what you needed to do in order to retire to the life you want and deserve after you stop working so darn much?