RETIREMENT ASSESSMENT

Are you ready for retirement?

Our "One-Up to Retire" assessment will help determine the optimal age for living a successful retirement and identify ways to improve your finances.

HOW IT WORKS

Step 1 - Schedule a Meeting

Whether through Zoom or over the phone, this discovery meeting will focus on your personal retirement and financial goals. We'll then review the items needed for us to complete our assessment.

Step 2 - One-Up to Retire Assessment

Once we have a clear understanding of your goals and objectives, and have collected all of the materials necessary to perform our assessment, we'll employ our knowledge and expertise to your financial situation to assess the probability of a successful retirement.

Step 3 - Review Assessment

Finally, we'll schedule a follow-up meeting in-person or via zoom to review the results of our assessment and provide actionable retirement recommendations.

OUR ASSESSMENT WILL:

Determine the likelihood of a successful retirement

Identify ways to improve your investments

Offer actionable strategies for reducing taxes

NEXT STEPS

After the assessment is complete, you have the option to work with us and access our full suite of services. Our WealthBuilder package is an enhanced version of our One-Up to Retire assessment. The WealthManager service is designed to provide ongoing management and oversight of your investments, retirement plan, taxes and anything else needed to ensure a long and healthy retirement.