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retirement advice

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    Retirement Checkup

    $299.00 $249.00
    We'll examine your current status and desired retirement outcome. Then we'll calculate your safe withdrawal rates, possible retirement dates, and show how you can make any changes needed to retire when you want to and live the lifestyle you dream about.
  • Sale!
    Let's do a retirement planning workshop together! Learn the key concepts and terminology of the retirement planning, so you're ready for the retirement of your dreams. We'll talk about asset allocation in/near retirement, safe withdrawal rates, income streams in retirement, finding the ideal place to live, and so much more We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
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