Pre-Retirees

This process of discovery is the first critical step in planning as you prepare for your last few years in the workplace.

A clear vision of the retirement planning process is vital to a successful retirement. With this farsighted approach in full view, your last year of work will be fully within your reach.

We will evaluate your employer-sponsored plans, IRAs, and other retirement vehicles to help make sure your assets are properly aligned for the upcoming transition to the retirement that you envision.

Major topics to address:

  • Can I afford to retire?
  • When to claim social security and company retirement benefits?
  • Heath and long-term care options
  • Taxes and the effect they will have regarding your retirement income

This is the time to develop a comprehensive financial plan that will make sure you are on track for a successful and enjoyable retirement.