Planning Solutions
1. Data Gathering
We will collect information specific to your retirement case to properly evaluate your current financial position. This data could include qualified plan balances, pension estimates, projected social security receipts, and desired retirement date among other items.
2. Financial Analysis
Our financial advisors have worked for years building their knowledge of specific retirement plans and their intricacies. We will use that specialized expertise to analyze your retirement situation. This process can include financial modeling, risk analysis, tax planning, and evaluation of plan distribution options.
3. Plan Building
The most advanced financial models will do little good if they cannot be easily explained and transferred to a coherent plan. In this phase we will meet with you to discuss the strengths and weaknesses within your retirement case and offer concrete recommendations for the future.
4. Implementation
After a plan is agreed upon, we will provide you with a retirement initiation checklist to help guide you through the separation process. Retirement is a major life change that only happens once, but our specialists have assisted hundreds of clients as they work through qualified plan distributions, pension selections, and other company specific decisions.
5. Ongoing Monitoring
We work with our clients over the long-run. We will review your account performance on a consistent basis and communicate any recommended changes based on personal, economic, or tax-based circumstances.