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Pre-Retiree Consulting Services

Step Into the Retirement You Desire

Step Into the Retirement You Desire

Now is the time to fine-tune your financial plan and set yourself up for the retirement lifestyle you've always imagined. We’ll help you maximize savings, pay off debt, estimate expenses, and create a personalized retirement income strategy—so you can prepare for retirement with confidence.

Goals:

  • Maximize retirement savings contributions (IRS contribution limits) to include catch-up

  • Payoff debt

  • Define retirement (when, expenses-needs, wants and wishes)

  • Create a retirement income strategy before retirement

  • Social security analysis

Customized Strategies for Pre-Retirees

  • Investment Management
  • Pay Off All Debt
  • Create/Update Personal Financial Statement (PFS)
  • Social Security Analysis
  • Determine an Estimated Retirement Date
  • Estimate Retirement Expenses
  • Update Wills, Trusts, & Beneficiary Information
  • Pre-Retirement Meeting with Trusted Advisor, Attorney, & Accountant
  • Review Insurance Plans
  • Begin Estate Planning
  • Business Valuation & Succession Planning (Business Owners)

Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

How We Help

Through our retirement planning process, we create strategies to help anyone elevate the assets they need to prepare for their financial future for retirement.

Review

We review your current investment strategy and work to ensure you're investing in the places which best align with your objectives and goals.

Optimize

We optimize your regular spending so you can create better habits and continuously make decisions to further your short- and long-term financial goals.

Identify

We identify potential income streams and find new ways you can continue to contribute to your retirement nest egg while still living the lifestyle you already enjoy.

WE PROVIDE FINANCIAL PLANNING SOLUTIONS FOR YOUR BUSY LIFE

Through investments and financial planning, we guide you through securing the assets you need to be prepared for your fulfilling future.

Contact Us Today