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.