1. Goals Alignment
Start by asking yourself these questions:
- What's working well in retirement?
- Who is my community (those with whom you spend the most time)?
- Am I accomplishing what's on my bucket list?
- Is money a stress point?
- What are my main concerns?
- What kind of legacy do I want to leave?
2. Resource Assessment
We run a cash flow assessment, answering:
- Am I withdrawing my retirement income in the most tax-efficient way possible?
- How significant is my sequence of return risk?
- Should I be nervous about the markets?
- What are tax-advantaged strategies for giving?
*No need to attend any "free dinner" seminars to find out.
3. Benefits Analysis
Benefits and Risks go hand in hand. We'll help you answer questions like:
- When should I re-evaluate my Medicare options?
- What's the most tax-efficient way to leave a legacy
- Does my investment strategy still fit?
- Do I have enough set aside for Long Term Care?
- Should I consider downsizing?