Career Professionals who are ready to get serious about proactively creating and implementing a plan for their future exit and be optimized for when the time comes.
There’s always a lot to consider for your future retirement and not a lot of time to dedicate to planning while still working. To add value to our client’s efforts in reaching their full potential for retirement, our Pre-Retiree Services include a comprehensive review of all things related to a client’s future life. Below is a list of planning services that we will work with you on.
- Retirement Goals and Lifestyle Vision.
- Review of your employee benefits (short term and long term).
- Stock Option Analysis.
- Retiree Expense and Budget Review
- 101 Education Review of Medicare, Social Security benefits and, Estate Planning
- Income sources and longevity analysis
- Insurance Planning. Life, Long Term Care, Disability, Medicare, Healthcare Ins, Home, Umbrella
- Wealth Structuring based on your unique goals
- Charitable and Philanthropic Planning
- Beneficiary considerations
- Estate planning documents. (Co Consult with your attorney
- Tax Efficiency Planning, (Co Consult with your CPA)
- Investment Management
- Work Exit Strategy.
- 401K 403B IRA Investment review. (Fees and Expenses, Asset Allocation, Risk/Goal Alignment)
- Consolidation of assets
- Future care for family member Planning
- Investment Recommendations.