Resources

Retirement Optimization Analysis

Designed for every clients near retirement, this service provides a targeted, objective and analytical examination of your vital information, including:

  • Current Statement of Financial Position
  • Current and Projected Cash flow Statements
  • Current Asset Allocation (Taxable & Tax-Deferred)
  • Current Investment Policy Statement
  • Current Insurance Coverage (Long Term & Medical)
  • Current Income Tax Environment
  • Current Estate Plan Package
  • Projected Sources of Retirement Income

Short and Long Term recommendations are developed and then presented to you for implementation, in order to realize the retirement you desire.