A Retirement Specific Plan is an abbreviated version of a Comprehensive Financial Plan answers the questions:

  1. How much should I save for retirement?
  2. Where should I save it?
  3. How much income can I expect during retirement?

This service is best utilized by two different types of clients:

The First is someone who is relatively new to investing and is looking to get a good start without worrying about conflicts of interest inherent with working with a commission based planner.

The Second is someone who knows that their insurance, tax, and estate planning needs are being taken care of by trusted professionals. They strictly want to know :

  1. Are they are on track to retire?
  2. Are they are going to run out of money?
  3. Is their current advisor doing a good job?

"Index funds offer a stunning proposition. Based on the facts of the matter, they offer higher returns, lower fees, lower operating costs, lower taxes, lower risk of errors or blunders, and lower anxiety."

-Warren Buffet