Retirement may be 10+ years away. While you still have time to work and save, you wonder if you’re on track with your retirement savings or need to make adjustments.
You’ve used online calculators and have a general idea if there’s a shortfall between the amount you have saved and the amount you’ll need for retirement. What you need now is more practical advise than “save more” and “spend less.”
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 products. You’re not interested in moving your money. You want your questions answered.
Transition Planning & Guidance™, LLC, (TransitionPG®) offers a fixed-rate package to help you understand your financial situation for retirement. Our Retirement Checkup will provide practical recommendations you can implement to get back on track with your retirement savings or to confirm you need to stay the course.
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 financial goals. If you need to gauge if you’re
With our Retirement Checkup, you will receive a working document with steps to ensure you’re on track for retirement. It will include the following information:
defining the retirement lifestyle you envision using the 5 P’s of Life
evaluating your current spending and estimating retirement spending
calculating after-tax retirement income, including money from Social Security
running different scenarios to show you how you can afford the retirement lifestyle you envision
recommending strategies to reduce expenses and improve your budget
projecting healthcare expenses as you age, as well as long-term care expenses
identifying other items to be addressed prior to retirement
This package includes two 60-minute meetings. The first meeting is to gather information. The second meeting is to deliver and review your Retirement Checkup.
We have access to office space throughout Atlanta, GA via Regus. We also meet with clients via phone or via Skype.
Contact us at email@example.com to begin developing your Retirement Checkup.