Our affiliated retirement planners offer an initial “complimentary” Retirement Efficiency Assessment.
He/she will look at your current situation and give you some suggestions for any improvements. Using one of the industry’s most powerful retirement planning software systems our experienced retirement planners give you actionable insight to make educated and calculated decisions about your retirement and your retirement income. It’s a great opportunity to understand the planner’s philosophies, strategies and approach. It can also serve as a useful “2nd opinion” if you’re already working with another advisor.
We also see it as an excellent exercise for you (and your spouse) to go through to benchmark your situation, begin the retirement conversation and as a basis for your retirement plan. Remember: those who commit to a written retirement plan, accumulate four times more in assets than those who don’t (source: Wells Fargo, 2015).