Our Mission with retirement planning area is to pain you a picture of what you must do today to live the way you want in the future.
What is retirement planning?
A look at the present, future and opportunities to live the lifestyle you desire and how you will get there.
Professional advisor perspective: provide a scenario which identifies what dollars you will have coming in and going out and how it will affect your lifestyle and net worth.
Vision: To know where you are going and how to get there if retirement is a priority goal for you.
Goal: To motivate the patient/survivor, family and caregivers to live your later years in control of your economic conditions and not having your economic conditions control you.
Strategy: Understanding what dollar amount you will need and how much you will have at retirement and how to handle the spread of investment rates versus inflation.
Supplemental Value Add Activities