Pre-Retirement
Estate Planning
Pre-Retirement
Prepare for retirement with a detailed review of your needs:
- Readiness assessment
- Savings optimization
- Asset location
- Tax efficiency
- Probability of success
In-Retirement
Estate Planning
Pre-Retirement
Education & recommendations on in-retirement strategies:
- Income replacement
- Social Security
- RMDs
- Asset location
- Medicare
Estate Planning
Estate Planning
Estate Planning
Create an intentional plan to protect and plan for your family:
- Beneficiary designations
- Wills
- Trusts
- Powers of Attorney
Tax Planning
Estate Planning
Estate Planning
Reveal forward-looking, tax efficient planning:
- Tax loss harvesting
- Itemized vs. standard deductions
- Roth conversions
- Charitable giving
Investments
Budget & Debt
Benefits
Align your investments with your values, needs and timeline:
- Current portfolio review
- Expenses
- Asset allocation
- Asset location
- Risk tolerance
Benefits
Budget & Debt
Benefits
Understand and optimize your benefits beyond compensation:
- Retirement options
- Health Plans/HSAs
- Insurance
- Medical/HSA plans
- ESOP/ESPP
Budget & Debt
Budget & Debt
Budget & Debt
A comprehensive review of saving and spending:
- Cash flow analysis
- Budget creation & management
- Debt reduction
- Cash optimization
Insurance
Budget & Debt
Budget & Debt
Review or insurance and opportunities:
- Property & Casualty
- Life
- Long Term Care
- Umbrella
- Disability