This option is built for those planning to retire within 5-15 years. We will work one-on-one to provide an in-depth review of your current financial standing and your retirement objectives. We will:
- Create an overall picture of your assets and debts.
- Identify where your money is going and adjustments you’ll need to make to retire the way you want to.
- Review your current asset allocation and investment portfolio to determine if it will meet your investment objectives and whether it is tax efficient.
Price Range: $1000 – $2000