Step 1: We perform an income expense analysis where we discuss health care and insurance planning. This is a step to determine that you have the right things in place now that will ensure there is a retirement income ready for you.

Step 2: We do an investment and risk management check to see if you are taking too many risks and if your portfolio is too risky. We will see what impact your decisions will have on your portfolio and how you are going to be able to navigate market standpoints. 

Step 3: This is the forward tax planning phase where we look into IRAs and 401(k)s. We will talk about how to plan for survivor benefits and use our Tax clarity tool to see if there is a way of executing some capital gains.

We may also be able to include an overall retirement plan analysis to show you percentage-wise how to get your assets to last you a lifetime.

OUR GOAL IS TO GET YOU AT 100%, JUST SO YOU KNOW!

The Thrive Retirement Roadmap Review is a service we extend to you because we are able to help address the critical risk areas you may face retirement. 

So armed with the steps (mentioned above) and a clear idea of what you want to do and how you can do it, your retirement becomes less daunting, less stressful and more something you are actually looking forward to.