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Stage 2 - Pre-Retirement


You're in the late stages of your working career.

  • You're making more money now than you ever have.
  • You're also paying a boat load in taxes.
  • Your children are grown and going or gone.  
  • You're trying to make the most of your last years before retirement. 
  • Retirement is close enough where you can feel it. You're hoping you've done enough, but you know there is still time to make last minute corrections.
  • It's time to get plan. 

Here are some areas to consider.  

Investment Planning

  • Creating an Investment Plan
  • Allocating your Assets
  • Funding the right accounts
  • Disciplined Investing

Tax Planning*

  • Reduce Lifetime Tax Liability
  • Maximize Lower Tax Brackets
  • Tax Free & Tax Deferred Accounts
  • Tax Loss Harvesting

Insurance Planning

  • Which insurances do you actually still need?
  • How much insurance?
  • Which should you avoid!? 
  • Getting the most bang for your buck.

Retirement Planning

  • Maximizing your Retirement Accounts
  • Planning when to take Social Security
  • Planning for Healthcare Needs
  • Planning for Retirement Income

These Financial Planners specialize in working with clients in Stage 3.

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.