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.