Retirement Readiness
Are you contemplating your retirement options, but have questions about your readiness?
Are you looking at all of your options?
Have you thought about your retirement lifestyle choices?
Have you prioritized your retirement Needs, Wants, and Wishes?
Have you identified the funding needed for your retirement dreams?
How will I cover my normal day to day living expenses?
How will healthcare expenses impact my retirement?
How do my needs and wants fit into my retirement cash flow?
Transportation
Home Repairs
Family Gifts
Special Need Concerns
Vacations
Special Occasions
Will I have funds available for my DREAMS?
Family Education / College Funding
Travel
Legacy Gifts
Extended Care
Other Personal Goals and Dreams
If so, please contact Don for a review of your current situation and your retirement goals. We will work together to evaluate your retirement readiness.