Retirees & Near-Retirees

 Personalized Dynamic Financial Plan Utilizing the eMoney software

Retirees

• A plan to get you comfortable with your situation and model your retirement income
  potential focused on what you want to do in life
• Quick modeling of the “What If’s” scenarios
• Straight forward, easy to understand planning/progress reports
• Reports include – Retirement Income Plan, Social Security Analysis, Health Care, Cost Analysis, Estate Planning, Asset Allocation, Risk Management, Cash Flow
• Analysis, Large Expense Modeling, Tax Planning
• 24/7 access to your comprehensive online financial dashboard

Near-Retirees

• A plan to maintain your current lifestyle with a clear understanding of your upside
  spending potential to “Conquer that Bucket List “ – You can’t take it with you…
• Quick modeling of the “What If’s” scenarios
• Straight forward, easy to understand planning/progress reports
• Reports include – Retirement Income Plan, Social Security Analysis, Health Care, Cost Analysis, Estate Planning, Asset Allocation, Risk Management, Cash Flow
  Analysis, Large Expense Modeling, Tax Planning
• 24/7 access to your comprehensive online financial dashboard

You can deliver materials to us by walk-in, fax, eMoney vault upload, or secure email.

Feel free to include any other documents which you feel are important to your financial security.