6-Step Process Ages 51 - 65

Begin your plan by reviewing your current income and spending habits. It gives you a good indication about your spending in retirement. It helps determine if your financial goals are realistic.

Analyze your net worth. It will identify:

Long term debts which may not be paid off prior to retirement

Assets available to meet your retirement needs

Consider your sources of income. It should be stable and predictable for a lifetime to cover your basic needs.

Retirement planning can be complex and feel overwhelming. Should you be near retirement age and have a shortfall to meet your needs there are several options to take to ease the pain.

Allow us to learn about you and your family while we guide you through this process.