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. However, you need advice tailored to your situation.
Will you be able to retire early?
Do you need to save more money?
Can you afford to pay for your child’s college tuition?
Can you afford to pay for your aging parent’s health care?
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 retirement 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:
This package includes two 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 firstname.lastname@example.org to begin developing your Retirement Checkup.