Pre-retirement planning: typical age 40 to 55


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.

It’s never too early to plan for retirement. Start arranging your investments when you have time on your side.  We’ll work with you to create a roadmap to a healthy, wealthy retirement. We can take each element of your financial life (income, mortgage, stocks, 401k, pension, etc.) into account as we optimize your returns based on your risk tolerance and shelter as much of your assets as possible from taxes, fees, and inflation.

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


There are no reviews yet.

Only logged in customers who have purchased this product may leave a review.