Looking for Retirement Advice
Think you’re ready to retire, but want to make sure? Concerned about maximizing Social Security? Have an early retirement package you just don’t know if you should take? Not sure what expenses will be when you retire? This two-hour consultation may be just what you need. It is ideal for those that don’t want the conflicts in based planning and do not want the expense of a complete written plan. Your planning session is with a Certified Financial Planner® professional. You’ll have 2 hours to focus on your unique situation and identify the probability of reaching your goals.
After your session, you’ll have a clear picture of your financial situation and a framework for moving forward. You will continue to have access to your on-line dashboard for six months, giving you the ability to run additional scenarios and print reports.