Retirement Readiness Assessment

Leverage our expertise to help you quickly assess where you stand on your readiness to retire. Whether you’re 10 months or 10 years away, it’s never too early to find out. In this complimentary assessment we’ll discuss the goals you have for retirement and explore where the opportunities lie for improving your retirement financial outlook.

  1. Goals Identification
  2. Sufficiency of Savings
  3. Projected Retirement Spending (Budget)
  4. Retirement Income Sourcing
  5. Savings Drawdown Strategy
  6. Risk Tolerance & Portfolio Posture
  7. Tax Efficiency & Optimization
  8. Pension Option Elections
  9. Social Security Planning
  10. Medicare & Long-Term Care Planning
  11. Estate Planning

At the end of this meeting you will have a checklist of items that need your attention, along with recommendations for how to complete your retirement readiness preparations.

As an Accredited Investment Fiduciary® (AIF) Mark Timmick operates with only your best interests in mind at all times so rest assured there is never a sales agenda or decision pressure, and absolutely no obligation or commitment beyond receiving your readiness assessment.

Request a complimentary “Get To Know Us” Meeting to explore what it would be like working together and how we can help.

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