Retirement Planning

It's never too early or late to plan for retirement. There are many aspects to consider and it can seem overwhelming at first. During a retirement planning session, a Financial Coach will ask questions to determine your goals and current situation. From there we will explore the following: 

• What is the best retirement savings plan for your situation.
• Differences between 401k , IRA and Roth IRA along with other investment options.
• Current and future expenses.
• How much should you be saving to achieve your goals.
• Discuss current investment strategy.
• Do you have or should you consider life insurance.
• What is a required minimum distribution and how to handle it.
• So much more! 

It all starts with our Free Consultation. Schedule one today and we can answer all your retirement questions.  We can also use this time to outline a plan going forward. The only wrong questions are the ones not asked. There is no obligation after this Free 30 minute session. From there, each session's cost will be based on an agreed upon hourly rate.