Pre-retirement planning: typical age 56 to 62


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.

Life changes dramatically when you shift from child-rearing to retirement. This change is tragic for some, while others can’t wait for the freedom that the empty-nester stage affords.  Even if you haven’t thought much about retirement before now, there are catch-up provisions to reduce your taxes and boost your retirement savings.  Explore these and/or the possibility of partial retirement.

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


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