Informational Page

Am I Ready to Retire?

All across America, 10,000 people turn 65 years old every day, which is the standard age of
retirement. However, only a few have optimized their financial nest egg with effective income
and tax strategies. Most Americans haven’t even determined their retirement income needs.

The time to start preparing is now. It is important to follow a tax efficient retirement strategy,
set a monthly budget to manage your spending, monitor your accounts and plan the legacy you
want to leave. Financial comfort in retirement is the ultimate goal so that you can live out your
golden years exactly the way you’ve been dreaming of.

Planning Process

First, it’s important to identify your goals and objectives in terms of retirement. Prioritize what
matters most to you as you organize your financial inventory. Consolidate your data into one
clear picture.

Once we have a good understanding of your goals and financial situation, we can generate a gap
analysis report to compare where you are now to where you want to be.

Our recommendations may include ideas and strategies to manage your cash flow and
investment portfolios, provide tax-efficient retirement options, protect your assets and much

Holistic financial planning is essential to taking the right steps toward retiring peacefully; Ask
yourself, Do I need help with other services like estate planning, social security maximization and
personal risk management?

Financial Planning Checklist

Let Us Help You! Find our checklist here to get organized and better determine if you have the
information needed to help create and monitor your retirement plan now and throughout the
rest of your life.

A few key questions include:

  • Have expectations been established for how your retirement portfolio and other
    investments will perform in the coming years?
  • Has your expected annual income been estimated, and will that income be sufficient to
    meet your needs?
  • Has a retirement income distribution strategy been discussed or developed?