Planning Services Navigating





Our planning services help you find the answers to questions like...

  • How much will I need for retirement?
  • Will I have enough by the time I want to retire?
  • When should I take social security?
  • What am I going to do with my time once I retire?
  • When can I retire?
  • How can I turn my 401k, business, real estate, etc. into retirement income?
  • How should I adjust my investment portfolio to gear up for retirement?
  • How do I get started planning for retirement?

We help you find the answers by:

  • Planning for Retirement and what that looks like to you
  • Understanding how much you will need for healthcare costs in retirement
  • Learning social security strategies
  • Using insurance opportunities to leverage your legacy goals
  • How to maximize your employee benefits and executive compensation plans
  • Reviewing your real estate holdings for retirement income opportunities
  • Finding out if you have any gaps in your planning and how to fill those before retirement
  • Setting up a succession plan for your business
  • Helping you discover what your path looks like – your goals and dreams for the future
  • Offering a checklist for you to help guide you along the path and understand the process
  • Working with an experienced team that has worked with retirees and helped answer a lot of these questions