Personalized Retirement Roadmap Workbook

A personalized retirement-readiness review designed to connect the different parts of your retirement picture and identify important gaps, benefits and next steps.

The service includes:

• Review of the information and documents provided
• Retirement-income and expense assessment
• Social Security timing comparisons for educational purposes
• IRMAA timeline
• Review of savings, retirement accounts, investments, annuities, housing, debt and insurance as they relate to the overall retirement picture
• Consideration of future healthcare and care needs
• Personalized Retirement Roadmap Workbook
• One planning meeting and one follow-up meeting

This service provides education, organization and gap identification. Specific legal, tax or securities recommendations must be provided by an appropriately licensed professional.