Retirement Checkup

Are you ready to retire, but not sure?

Before you do, get the answers to some of the most common questions about retirement. 

  • How much money do I need to retire?
  • When do I start withdrawing money from my 401k and IRA?
  • How can I avoid running out of money in retirement?
  • What about Social Security and Medicare?
  • How can I minimize taxes when I retire?

Get answers to these and other questions by sitting down, one-on-one with a CERTIFIED FINANCIAL PLANNER™ . Examine where you are today and how you can pay for the retirement you want. Review your investments. Explore social security strategies. Judge the risks of running out of money and the impact of unexpected medical bills in retirement.

Learn not only best practices for retirement, but more importantly, how they apply to you. 

How a Retirement Checkup works

Set your direction

Refine your retirment goals into a workable timeline. Look at when and how it makes sense for you to retire and stay retired.  

Plan your income

Look at potential sources of income. Examine expenses, taxes as well as the unexpected. Verify if your savings, investments and assets are positioned to provide an income that can last.

Prepare your investments

Shift investments from growth only to growth and income. Match the risk in your portfolio with your retirement goals. Take too much or too little risk with your money and your retirement may go off track.

Or call and ask us at 650-458-0312

Like to learn more first?

Request a copy of our report: Plan a Better Retirement.

Read Plan a Better Retirement report.

Get checklists, worksheets and tips to help make the most of your retirement years. There is no cost or obligation. It is never too early or too late to prepare for a better retirement. 

Request your free copy of the Plan a Better Retirement report.

Thank you!

For more information about our Retirement Checkup or other services we offer, send us an email or call our office. We would welcome the opportunity to speak with you! | (650) 458-0312