Retirement Roadmap

A detailed financial planning engagement intended for those taking a serious look at when they might retire and are concerned that their portfolio needs a second opinion. Typically for those in their mid-40s to mid-60s. Includes written recommendations, retirement and cash flow projections, Social Security maximization analysis, current portfolio review, asset allocation plan, and proposed portfolio. Also includes basic review of estate planning and life, disability, and long-term care insurance needs. Email and telephone support is provided for 30 days after the meeting.