Sunflower Seedling

What's Included

Our stand-alone financial plan service is designed to provide clarity and actionable guidance tailored to your unique needs. 

Financial and Retirement Planning service includes:

• Retirement savings analysis

• Tax-efficient withdrawal strategy recommendation for generating income to cover retirement expenses
• Investment risk tolerance assessment
• Investment portfolio review and asset allocation recommendations
• Tax-reduction strategies for retirement accounts and tax planning
• Social Security analysis and recommendations on claiming Social Security benefits
• Covering healthcare costs in retirement and Medicare planning
• Review of insurance and estate planning documents to ensure adequate asset and income protection
• Long-term care planning
• Charitable giving planning, if applicable
• Other short- and intermediate-term goals planning (example: college planning, second home purchase)
• Conducting individual short- and intermediate-term goal analysis (e.g., college planning)

Eldercare Planning service includes:

• Initial Assessment including  a 45-minute session with a certified care manager to evaluate your loved one’s needs
• Introduction to Long-Term Care: Explore care options, costs, and estate planning considerations
• Financial Audit & Aging Plan: Review a basecase scenario with opportunities to explore additional scenarios if needed
• Customized Roadmap: Receive an Eldercare Essentials binder template and final recommendations to ensure you’re prepared for every step
• Care Team Support: Assistance in assembling a care team and referrals to trusted professionals in our network

Retirement readiness plans, typically a 3-12 month engagement, to prepare you for a secure and fulfilling future.

Eldercare plans for caregivers, a shorter 2-6 month engagement, offering tailored guidance to support your loved ones while balancing your own financial goals.