Get your - when can I retire report!?

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Retirement planning is crucial to ensure that you can maintain your lifestyle and enjoy your golden years without financial stress NO MATTER WHAT THE FUTURE HOLDS. Our expert team is dedicated to helping you navigate this journey, and we have the tools and knowledge to provide you with a personalized retirement date. 

Complete our simple form to provide us with your financial details. This will allow us to assess your situation accurately. You can bring this form with you to your meeting with us or you can provide the information during our Zoom call. Gathering the information only makes the meeting more beneficial for you. 

Go ahead and download the form, print it out, and get started. 

If you still have questions as to why, continue reading. 

 Knowing all your income sources, including salaries, pensions, Social Security, and investments, allows for a clearer picture of your total financial landscape and how we can rely on those in the years to come.

Analyzing your current and projected expenses, such as housing, healthcare, travel, and daily living costs, helps us estimate how much money you’ll need in retirement and how these expenses will be impacted by inflation.

Understanding your current debts (mortgages, loans, credit cards) is vital. We can create a plan that accounts for paying these off before or during retirement, giving us an accurate expense forecast.

Providing details about your investments enables us to evaluate their performance and risk levels. This assessment helps in determining if your investments are aligned with your retirement goals and how likely you. are to run out of money. Taxes, market down turns, sequence of returns, and budgeting all play a crucial role in creating an investment strategy that maintains your portfolio balances.

Knowing your comfort level with risk allows us to suggest appropriate investment strategies that can grow your wealth while minimizing potential losses. We like to evaluate your current financial position to provide you with a necessary risk level. This gives you clarity on why you. do or do not have risk in your investments.

Your financial situation, combined with your retirement plans, influences the best age to start claiming Social Security benefits. An accurate assessment helps maximize these benefits. We strive to get the most up to date and accurate information from www.ssa.gov for our clients.


Different retirement accounts (like IRAs, 401(k)s) have varying tax implications. Understanding your current tax situation allows us to devise strategies to minimize taxes during retirement, ensuring more of your money stays in your pocket. How you invest, how you take distributions,  and what income you are taking can impact your tax burden. We strive to guide you down the path of least taxes.

Retirement planning must account for the rising cost of living. Detailed financial information helps us project future expenses accurately. Inflation provides a threat to your overall retirement success. We want to account for inflation and plan to maintain our lifestyle regardless of inflation. 

The longer you live, the more savings you’ll need. By providing complete financial details, we can help you calculate how long your savings will last based on your expected lifespan and lifestyle choices. People are living longer and need to be prepared to live beyond their expectations. We take that into account with lifetime income strategies that can never run out.

It’s important to have a financial cushion for unforeseen circumstances such as medical emergencies or market downturns. Providing your financial information helps us establish a suitable emergency fund level. We recommend our clients have three areas they catagorize their money. Expense Account, Emergency Fund, and Nest Egg.

Your financial picture includes not just retirement savings, but also estate planning, insurance, and other assets. A complete overview allows us to create a cohesive retirement strategy that addresses all aspects of your financial life. Knowing when you can retire means knowing how life changes will impact you. If you lose a spouse, or someone becomes ill, how will this impact your financial future.

By analyzing your financial data now, we can identify potential pitfalls and address them before they become significant issues. This proactive approach minimizes the risk of running out of money in retirement. 

We work hard to be right about your retirement.


Providing all of your financial information is not just a step in the process; it’s the foundation for effective retirement planning. It enables us to create a customized strategy that aligns with your goals, ensuring you can retire comfortably and confidently, without running into financial problems later in life. Your future depends on the choices you make today—let’s make them the right ones together!