Retirement Readiness

Let’s get you financially prepared and on track for retirement

Approaching retirement age, people often have similar questions and concerns around their financial future.

I offer a comprehensive analysis of your retirement-readiness that is understandable, unbiased, and trustworthy. I provide you specific guidance and clarity about your retirement financial security.

You will learn:

  • When you can afford to retire and how your financial stability would change if you were to work more or fewer years
  • How much you can prudently spend each year and if you may be at risk of outliving your savings
  • How your financial stability would change if you were to experience a significant unplanned expense or investment loss
  • Your appropriate asset allocation and selection of low-cost mutual funds
  • Your optimal Social Security claiming strategy
  • The optimal distribution strategy for your IRA(s)
  • How to consolidate all of your retirement accounts
  • Whether an annuity makes sense, and if so, how to purchase it
  • Whether long-term care insurance makes sense, and if so, how to purchase it

The result is a holistic evaluation and roadmap for your retirement planning. You will have a clear understanding of your financial security and actions you can take to mitigate any identified risks.

The fee for this service is $600 and includes 90 days of follow-up and financial planning. I do not receive compensation from other sources.

Do you want to assess whether you are retirement ready?