Retirement
Discovery & Data Gathering
Investments
- Re-assess risk to ensure optimal portfolio mix
- Review current investment
accounts
Health Care
- Pre-Medicare options
- Medicare coverage
- Long-Term care planning
Insurance Review
- Assess current life, disability, home, auto, and umbrella insurance policies
Tax Planning
- Minimize overall tax liability
- Implementation of tax strategies (Roth conversions, Pre-tax vs. After-tax 401k contributions, tax-efficient investments)
- Mid-Year tax projections
Retirement Income
- Analyze current retirement projections
- Social Security Claiming Strategies
- Pension Income
- Distributions from Investments
Estate Plan Documents
- Review current estate plan
- Provide guidance on estate plan documents to consider (Wills, Trust, Power of Attorney, Health Care Directives)
- Create proper asset titling and beneficiary designations
