Pre-Retirement You are now in the full swing of work and family life and you will want our Pre-Retirement plan. You are in your highest earning years, from age 45-65, and it is crucial to carefully coordinate advisors. There’s typically a 15-20 year gap until children leave their parents’ payroll, so we’ll include a checklist for the next decade-plus to help you secure retirement while wrapping up the parenting stage. You will also have a centralized place to safely and securely store your account and documents online through our complimentary software.The Pre-Retirement package includes an initial in-person planning meeting, a customized financial plan with tailored educational meetings, and one year of follow-up services. Services provided include:Discussion of your financial prioritiesStatement of assets and liabilitiesDebt reviewEmergency savings analysisEmployee benefits reviewSaving and spending analysisHealthcare reviewMajor purchase analysisIncome protection analysisSurvivor needs analysisLife expectancy calculatorLong-term care analysisPre-Retirement cash flow reviewPost-retirement cash flow reviewReview of retirement assetsInvestment allocation planIncome tax reviewAction checklistOption add-ons for this package include: Education funding review (funding options, college expense report, gifting options)Estate planning reviewCharitable gifting planGet started now! Fill out the simple form and one of our qualified advisors will contact you.*Please note: Services are currently offered in the states of Missouri, Alabama, Ohio, and Oregon Request Appointment Name Email Address Phone Question Thank you! Oops!