Retirement Readiness

Many advisors talk the talk, but when it comes down to really getting you ready for retirement, how many walk the walk?

Planning a Trip


  1. Flight # and departure time

  2. Distance to airport

  3. How are you getting there

  4. Time required to get there

  5. Contingency plans

    1. Cancelled flight

    2. Travel documents

Is your financial advisor discussing the key variables that must be considered in order to achieve your retirement goals? 

Planning for Retirement


  1. Retirement target year

  2. How much do you have saved for retirement

  3. How much will you need for retirement

  4. How should you invest

  5. Contingency plans

    1. Sequence of Returns 

    2. Longevity risk

    3. Personal risk tolerance