Just before retirement planning: typical age 63 to 66


Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals.  This includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved. Assumptions such as inflation rate, taxation, and other factors are used to project cash flow into the future.

After working for 30 years, you are ready to relax and enjoy the fruits of your labors. But retirement involves a lot more than quitting your job.  There are complex questions that require you to factor in many variables that often require the advice of financial professionals aided by projections from advanced financial software.  We can take the guesswork out of making your nest egg last and handling the distribution of your retirement assets.

Price is quoted per hour.



  • Cash flow analysis
  • Debt management
  • Budgeting
  • Retirement goal setting
  • Review employer-sponsored plans (401, 403b, 457, TSP, etc.) or self-employed retirement plan
  • Tax savings strategies
  • Pension maximization
  • Social Security optimization
  • Medicare planning
  • Long-term care planning


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