Broker Check

You're 10 years from retirement...Am I on track to retire?  

Everyone else your age is asking the same question. Our 3-step process shows exactly where you stand and your next steps.  

1. Goals Alignment

1. Goals Alignment

We start by taking a step back to understand what matters most.    

Start by asking yourself these questions:  

  • How do I envision retirement?
  • What challenges am I facing?
  • What do I want to accomplish before I retire?
  • What's on my bucket list? 
2. Resource Assessment 

2. Resource Assessment 

We run your retirement income forecast, answering:    

  • Am I on track to retire?
  • If not, how could I get on track?
  • Do I need to change my investment strategy? 
  • What's the impact of unexpected job loss or job change? 
  • What are the "what-if's" that can derail my plan? 

3. Benefits Analysis

3. Benefits Analysis

Benefits and Risks go hand in hand. We help you answer questions like:  

  • Am I maximizing all of my employer benefits?
  • Do I still need life insurance? 
  • Can I count on Social Security? 
  • Should I pay off my mortgage early?
  • Should I be considering Long Term Care options? 

(Don't worry, this isn't an insurance pitch!)