Our Retirement Preparation Services starts with a Retirement Checklist Consultation at our office. This free consultation puts our Retirement Checklist to good use.
1) Social Security Claiming Maximization
2) Retirement Design (what to budget)
3) Survivorship plans
4) Retirement Income Strategies
There are approximately 12 different areas we cover on our checklist. We feel that if you’ve addressed all the topics on the checklist, then you are probably quite ready to retire, and stay retired.
Schedule a free retirement checklist consultation at: