may be 10+ years away. While you still have time to work and save, you wonder
if you’re on track or if you need to make adjustments.
There are many variables when planning for retirement. But what you’re looking for is a basic checkup.
You’re not interested in being sold investment or insurance products.
You’re not interested in moving your money.
You want your questions answered.
Transition Planning & Guidance™, LLC, (TransitionPG®) offers a Retirement Checkup consultation to assess if you’re on track.
We do not manage money, therefore, you will not be pressured to move your money.
We do not sell financial products, therefore, you will not be pressured to buy investment or insurance products.
We focus on YOUR retirement goals. If you need to gauge if you’re on track for a comfortable retirement, then this option is right for you.
Prior to our one-hour phone or
video call, we’ll gather information from you. This information is necessary to
assess if you’re on track with your retirement savings.
During our call, we’ll discuss your retirement lifestyle, how much you have saved, and how much you anticipate saving until retirement.
also discuss health care expenses and long-term care expenses.
At the end of our call, you’ll know what you need to do to achieve the retirement lifestyle you envision.
Contact us at email@example.com to schedule your Retirement Checkup.